A structured onboarding process and a dedicated client team form the basis of our client relationship model
Structured onboarding process
We recognise the importance of starting a relationship well. To support this we have a dedicated onboarding team who are experienced in dealing with complex onboarding processes and regulatory timeframes required for delivery. Our process is tailored to the jurisdiction, fund structure and your needs.
Dedicated client team
We provide a dedicated client team who work seamlessly with you. Each client team is lead by a Senior Client Lead and typically includes a team of experienced accountants and administrators who will help and support you through every stage of setting up and running a fund within regulatory requirements. We have a 'no surprise' approach to service delivery and communicate regularly to keep you updated on the status of key tasks. The Senior Client Lead mananges the relationship and ensures that the key criteria set out in your Service level Schedule (SLS) are met.