FundPro provides complete tailored licensing, trustee and administration solutions to investment managers and financial services clients.
Australian Financial Services Licensing
Learn More
Syndicates Private Lending 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
