Funds Management
Funds and asset managers face requirements to handle numerous contract types and related documentation throughout their operations.
Key Documents Managed
- Details, Applications, Identification Documents & Particulars
- Trust Deeds, Security Deeds and Superannuation Plans
- Binding Authority agreements
- Holding Statements
- AFSL permits and authorisations
- Valuation & Holding Statements
Solution Overview
The platform provides a 'client portal function' to enable Funds and Asset Managers and Investors access to key information and to monitor critical dates and timeframes.