Fund Transfers

To protect investors and the integrity of the fund at all times, we provide an end-to-end consultancy and project management service to support the transfer of funds.

Our comprehensive, high touch service puts attention to detail and accuracy at its core. We proactively oversee all operational and regulatory service elements of the migration process – bringing the experience, technology and manpower required to ensure a seamless transition.

Timescale for a typical fund transfer: