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ManCo implementation guide

For many, the process of appointing a third-party ManCo will be a new exercise. Our implementation guide covers common questions, on key areas of focus when planning to set-up a third-party ManCo.

 

A new piece of the puzzle

 

Most Fund Management Companies will have previously appointed service providers for their funds to make up the complete support infrastructure. For some there is now a new piece to the ‘jigsaw’ puzzle to consider – the third-party Management Company (ManCo).

 

For many, the process of appointing a third-party ManCo will be a new exercise. Our implementation guide covers common questions, on key areas of focus when planning to set-up a third-party ManCo, including:

  • Implementation:
    • Substance requirements
    • Portfolio management
    • Fund distribution
    • Timeline
  • Fund directors
  • Legal:
    • Prospectus
    • Legal agreements
    • CBI laison for UCITS and AIFS
    • Legal documentation

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