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As funds experts we have worked closely for some of the largest asset managers and global custodians offering them a range of consultancy services within our expertise including: specialist compliance reviews, fund launches and conversions, derivatives usage under UCITS III, treating customers fairly, registration and distribution of funds, fund accounting and extensive training on all aspects of asset management operations and compliance.
Click on one of the below links for further details
Recent Assignments include:
- Specialist fund accounting review for global fund administration business
- Development of Derivatives Risk Management Policy and Controls for leading UK fund administrator
- Product development support for launch of a UCITS III credit derivatives funds
- Development of a "TCF Toolkit" and delivery of training on Treating Customers Fairly
- Eligible market reviews covering over 70 non-EEA markets, and fully referenced to the UCITS regulations
- Implementation of a global investment restriction monitoring system for a large global custodian
- Supporting fund launches and cross-border registration
- Delivery of training on all aspects of the funds industry
- Extensive training on derivatives and UCITS eligible assets for leading law firms, a Regulator and asset managers
Technology Solutions:
Having worked with some of the leading vendors of technology related solutions for the asset management industry, we are uniquely placed to provide support in respect of vendor selection, project management and implementation consultancy. |
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Funds-Axis, Senior Manager, Ireland,
Permanent
Funds-Axis, Senior Manager, Lux,
Permanent
Funds-Axis, UCITS Regulatory Expert,
Permanent
Funds-Axis, Business Analyst,
Permanent
Funds-Axis, Training Manager,
Permanent
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