About Mark Seaman

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.

 

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