Responsible Managers - FundPro - RMs, Admin Services for AFSL Compliance

Fast-track your fund with trusted licensing

Promote with confidence, backed by compliance

Simplify fund management, amplify efficiency

1

Partner With Us As AFS Licensee

As your expert and independent Responsible Manager, partnering with FundPro gains you immediate access to seasoned industry leaders who understand the complexities of Australia’s financial services landscape, including:

Accelerated Market Entry
Accelerated appointment of Corporate Authorised Representatives

Policy & Procedure Alignment
Created and managed by seasoned industry leaders

Compliance & Governance Oversight
Independent guidance that meets ASIC’s competency requirements

Proactive Monitoring for Peace-of-Mind
Anticipatie risks and regulatory changes before they arise

Strengthen Fund Resilience
Guidance to embed compliance strength into fund operations

2

Promote & Invest With Confidence

Position your fund as a trusted advisor, demonstrating adherence to best practice and transparent governance, ensuring investors and regulators alike see a strong compliance culture underpinning every decision, including:

Best Practice Governance
Demonstrate adherence to industry standards in operations

Transparent Reporting
Strengthen investor trust through clear communication

Risk Identification & Mitigation
Minimise reputational risk with proactive compliance management

Stakeholder & Regulator Trust
Build enduring relationships with those that matter

Proactive Compliance Oversight
Maintain current oversight across regulatory requirements

3

Streamlined Fund Management

FundPro integrate compliance into the daily rhythm of your fund, providing clarity and efficiency through structured processes and digital tools. stay focused on growth while we ensure operations are aligned with best practice, including:

Branded Online Portal Access
A dedicated online platform customised to your own brand identity

Compliance Transparency
Have direct access to reports and upcoming requirements

Simplified Investor Communications
The online online Investor Portal keeps investors up-to-date with compliance activities

Centralised Oversight
Bring clarity with governance, operations and compliance managed in one place

Operational Integration
Seamless coordination between directors, systems, and stakeholders for efficiency

4

Step Up Your Efficiency

Boost your fund’s growth with FundPro’s operational and administration support services. Our scalable support model ensures your fund operates at full efficiency, tackling challenges and seizing opportunities with confidence, including:

Operational Focus
Free up internal resources to concentrate on growth, strategy, and investor engagement

Scalable Support
Flexible services that expand with your fund to seize opportunities with confidence

AML/KYC & Investor Registry
Strengthen trust with transparent and accurate management of investor data

Integrated Operational Processes
Leveraging digital tools and automation to enhance accuracy and reduce manual effort

Tax & Regulatory Reporting
Preparation support for tax obligations and statutory filings to keep your fund compliant

What We Offer

Fast-track your fund with trusted licensing

Promote with confidence, backed by compliance

Simplify fund management, amplify efficiency

Partnering with us as your responsible manager

1

Partner With Us As AFS Licensee

2

Promote & Invest With Confidence

3

Streamlined Fund Management

4

Step Up Your Efficiency

Chat to us about tailoring a structure to suit you

A selection of our clients

Syndicates Private Lending Illiquid Assets Professional Advisors Securities Mortgages Venture Capital Derivatives Private Equity Property Funds

Fuss-Free Onboarding Process