We provide independent
consultancy on the set-up and operation of funds in the UK and Europe.
With over 25 years
experience, we cover all aspects of fund operation including fund
set-up, initial strategy, selection of providers, implementation and
operational reviews. Assessment and implementation work has included all major
third party administrators, transfer agents and support systems.
Previous clients include:
Abbey, Aegon, Barclays, CIS, Deutsche, Eversheds, F&C, HBOS, JP Morgan,
M&G, Mellon, Old Mutual, Scottish Widows, Skandia
and Threadneedle.
Funds covered include UCITS,
non-UCITS Retail Schemes (NURS), Professional/Qualified/Specialised Investor
Funds, Fund of Hedge Funds and Hedge Funds.
Transfer Agent systems
worked on include RUFUS, FAST, Icon Retail, GFAS, TalisTrust, Composer, MShare
and MultiFonds.
Typical projects include:
·
Setting up SICAVs in Luxembourg and OEICs in Dublin
including transfer agency, fund admin and custody arrangements
·
Setting up a range of OEICs in the UK including selection of
an ACD services company
·
Selection and implementation of third party administrators
·
Selection and implementation of transfer agency systems
·
Review of transfer agency operation to identify areas of
risk and recommend changes
Mark Seaman is a Fellow of
the Securities
& Investment Institute and affiliated with the
Investment Management
Association and the Tax Incentivised
Savings Association.