Details.
Trustee services for investment managers targeting wholesale and institutional clients. Includes assisting with fund and trust deed establishment, entering into investment management and service provider agreements, approving and issuing the information memorandum, acting as trustee and incidental custodian for wholesale funds, appointing and supervising investment managers, auditors and valuers, executing fund documents, ensuring the fund is managed in accordance with the trust deed and offer document, and approving and issuing the offer document.
