Trustee Services

Engaging a third party like FundPro as Trustee can be appealing to investors who value an arms length third party representing their interests. FundPro also offers incidental custody and nominee arrangements, enabling us to hold and administer funds per your direction from your Managed Investment Scheme in line with ASIC regulation.

FundPro can assist with all aspects of investor on-boarding including AML/KYC. FundPro also provides comprehensive periodic reporting to all investors, including valuations, distributions, statements and tax statements.

Your time should be used to grow your business, not buried deep in compliance policies and procedures. We provide transparent, customised checklists and calendars to ensure all requirements are met.