Licencing and Trustee Services - FundPro - AFSL Licensing, Trustee & Admin

Australian Financial Services Licensing

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Trustee & Admin Services

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Australian Credit Licensing

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Experts in funds management, structuring & compliance
Directors who personally manage each client
Packages tailored to directly assist your goals & growth
Lean on our team’s vast experience so you can focus on return

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