Fund Platforms

Managed account and umbrella fund platforms can be a cost-effective way to launch new funds. Some platforms provide standard templates with their service providers but, as these agreements contain legal risks to a fund, it is advisable to carry out a full review so these are properly understood and therefore can be managed by the AIFM or investment manager. We can assist with an audit and review of all of the necessary documentation and provide necessary legal or regulatory advice where needed. Other platforms require the funds to undertake their own legal negotiations, and again we assist with these negotiations on our clients’ behalf in the same manner as is detailed in the Documentation section.