Fund Formation
The foundation to launch funds quickly and accurately
What is Fund Formation?
Fund formation details — onboarding and KYC, regulatory compliance, bank account and service agreement management, FATCA, and CRS Classification — can’t be overlooked but can be cumbersome and cause delays. We step in and manage the process to guide you accurately through the set-up process so you can start operating as soon as possible.
Never miss a step while launching your fund
Work with global specialists
Our footprint across North America, EMEA, and APAC ensures seamless support in multiple jurisdictions. You’ll work with the same people worldwide.
Improve speed to market
Our specialists understand structures and timelines and can help you get up and running faster.
Meet regulatory requirements
We’ll take care of the excessive start-up paperwork and regulatory filings, so you can focus on your fund.
Be compliant
We’ll ensure your fund is set up properly, following steps according to set procedures.
Enhance efficiency
By leveraging existing relationships with our key suppliers, your formation process will be smooth and efficient.
Know where to get help
With a dedicated and responsive single point of contact, the answers you need are as close as an email or a phone call away.