Comprehensive Collective Investment Scheme Setup and Structuring Service

Welcome to our specialised service offering tailored for the establishment and structuring of Collective Investment Schemes (CIS). As a trusted partner in financial services, we provide a comprehensive solution to help you navigate the intricacies of setting up and structuring a successful collective investment vehicle.

Regulatory Compliance

Our expert team is well-versed in the regulatory landscape governing collective investment schemes. We ensure that your CIS is established in full compliance with the relevant regulatory requirements, providing you with a solid foundation for legal and operational success.

Customised Structuring

Every investment scheme is unique, and we recognise that. Our team works closely with you to understand your specific objectives, risk tolerance, and target market. Based on this information, we design a tailored structure that aligns with your goals while adhering to industry best practices.

Operational Framework

A well-defined operational framework is essential for the smooth functioning of a collective investment scheme. We help establish clear processes for fund administration, investor onboarding, and ongoing reporting, streamlining operations for efficiency and transparency.

Legal Documentation

Crafting comprehensive legal documentation is a critical aspect of a successful CIS setup. We assist in the preparation of prospectuses, offering memoranda, and other necessary legal documents, ensuring clarity and transparency for both investors and regulatory bodies.

Ongoing Support and Compliance Monitoring

Our commitment doesn't end with the setup. We provide ongoing support and conduct regular compliance reviews to ensure that your CIS continues to operate within the regulatory framework. This proactive approach helps identify and address any potential issues before they escalate.

By choosing our CIS setup and structuring service, you are not just establishing an investment vehicle; you are laying the foundation for a resilient, compliant, and investor-friendly CIS.

Let us partner with you on this journey towards financial success.