STAGE 3 – Regulatory Partners
STAGE 3
To ensure that your product is packaged and administered in a way that suits the end investor’s preferences and which meets all regulatory, licensing and compliance requirements, we can partner with any number of Australia’s leading financial services regulatory and compliance experts subject to a manager’s preference and budget constraints. We have relationships with Equity Trustees, Perpetual, Whites Outsourcing and OneVue to name a few.
We can also work with a manager’s existing provider in the case of offshore managers who would like to maintain those important relationships.