FundPro provides complete tailored licensing, trustee and administration solutions to investment managers and financial services clients.
Syndicates Private Lending Illiquid Assets Professional Advisors Securities Mortgages Venture Capital Derivatives Private Equity Property Funds
What makes us FundPros?
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Experts in funds management, structuring & compliance
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Directors who personally manage each client
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Packages tailored to directly assist your goals & growth
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Lean on our team’s vast experience so you can focus on return
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
Fuss-Free Onboarding Process
We know your time is valuable, so we have streamlined our onboarding process into 3 simple steps.