CONSULTANCY                                                  Click here for training courses

 

Funds-Axis areas of expertise include: specialist compliance reviews, fund launches and conversions, derivatives usage under UCITS III, treating customers fairly, registration and distribution of funds, fair value pricing, fund and shareclass accounting and performance fees.

Examples of recent assignments include:

  • Development of a "TCF Toolkit" and delivery of training on Treating Customers Fairly
  • Implementation of a global investment restriction monitoring system
  • Supporting fund launches and cross-border registration
  • Delivery of training on all aspects of the funds industry

 

For more information on the Funds-Axis consultancy or training services, contact darren.burrows@funds-axis.com