What makes us FundPros?
-
Experts in funds management, structuring & compliance
-
Directors who personally manage each client
-
Packages tailored to directly assist your goals & growth
-
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.