Turnkey Solution
We provide a complete turnkey solution for UCITS seeking to establish in Luxembourg, including:
- Leveraging our extensive network of service providers to ensure that the right business partners are selected to support your specific UCITS fund requirements.
- Key personnel comprised of Conducting Officers (responsible for the day-to-day management of operations, including risk management and compliance) and Independent Directors, increasingly important for effective corporate governance.
- Production and ongoing monitoring of Key Investor Information Documents (KIIDs), a mandatory requirement for UCITS funds since July 2012.
- Comprehensive, transparent and independent risk management framework to ensure full compliance with Luxembourg’s regulatory requirements.
- Investment compliance process, including the regular monitoring of a fund’s portfolio to ensure compliance with both regulatory investment restrictions and the fund-specific objectives and investment restrictions stated in the fund’s prospectus.
- Oversight of all delegated functions.
- Regular reporting to the fund’s board.
We actively manage your launch project and ongoing fund operations to ensure strong co-ordination and control across all parties.