Funds Management
Funds and Asset Managers are required to deal with a range of contracts and documents, including:
- Details, Applications, Identification Documents & Particulars
- Trust Deeds, Security Deeds and Superannuation Plans
- Binding Authority agreements
- Holding Statements
- AFSL permits and authorisations
- Valuation & Holding Statements
mycontracts™ provides a ‘client portal function’ to enable Funds and Asset Managers and Investors access to key information and to monitor critical dates and timeframes.