Private Credit Syndicates Illiquid Assets Professional Advisors Securities Mortgages Venture Capital Derivatives Private Equity Property Funds
Client Onboarding Process
1
Client Fact Find
Week One
Understand client requirements
Liaise with client and lawyer to understand high level structure
2
Client Engagement
Week Two
Due diligence and client background checks
Client engages FundPro
3
Establish Fund
Weeks 3 & 4
Documentation, agreements & liaising with advisors including legal, tax, accounting & audit
Issue Authorised Representative number
FundPro
