FundPro provides complete tailored licensing, trustee and administration solutions to investment managers and financial services clients.
Australian Financial Services Licensing
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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 Corporate Authorised Representative number
FundPro
