You need an Australian financial services licence (AFSL) to operate a wholesale fund in Australia. This is where we can help.
What We Offer
As an AFS Licensee, we have the ability to appoint Corporate Authorised Representatives (CARs). This enables you to ‘rent’ the AFSL with the necessary authorisation for your business. From here, you will be able to start marketing your fund.
FundPro tailors policies and procedures and offers a continuous compliance monitoring program to our clients to give you the confidence that you are acting in line with ASIC, APRA, AUSTRAC and all relevant regulatory bodies.
FundPro is licensed to appoint Investment Managers as Corporate Authorised Representatives across a range of asset classes.
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Promote & Advise
As a Corporate Authorised Representative, an Investment Manager may promote their fund to wholesale investors with general financial advice.
3
Stay 'Big Picture'
Focus your attention on growth opportunities while FundPro create and maintain the compliance and regulatory monitoring of your fund.
4
Be Agile
Know you are ready to seize opportunities and proactively face the challenges of managing a fund with FundPro's full range of licensing, trustee and administrative services for wholesale fund managers.
Add Administration Services
FundPro offer a range of fund administration services, including investor reporting, AML/KYC, capital calls and distributions, quarterly NAV calculations, and more...
FundPro