Investment and Legal Services

Our Investment and Legal Services include (but are not limited to):

• Managing fund investment purchases and sales
• Providing portfolio and holding company management services
• Complying with reporting and regulatory requirements of the Employee Retirement Income Security Act ("ERISA") within the United States
• Providing shareholder registration and transfer services
• Monitoring investment share custody reconciliation
• Providing company secretarial services
• Monitoring local and international regulatory changes
• Provision of directors
• Cash management for short-term investment of fund assets
• Provision of safe custody services
• Performing due diligence and anti-money laundering verification procedures

For a printable flyer of all our services, please click here.