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Investment Funds & Trusts

We regularly work on a wide range of Investment Funds and Trusts with a variety of complex needs. 

From initial public offerings to closed-end fund rollovers, and no matter the size and complexity of of your share- and option-holder registries, we can give you right-size solutions that best meet your documentation and budget needs.

Our 24-7, secure in-house service guarantees you fast-turnaround, confidential document delivery that meets regulatory requirements, and saves your working group’s time. And as the only company in our sector independently accredited as providing World Class Service, we make the journey from cradle to grave that much easier too.

 

Minimise deal disruption and costs. Maximise efficiency & confidentiality.

Our broad range of investor communications services help smooth the path of your Investment Trust & Fund transactions. Click the circles below to find out more.

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