Legal and Secretarial

We work closely with investment managers to provide assistance during product launches, fund mergers, fund redomiciliations and overall product changes and enhancements. This is supported by strong relationships established with law firms and other service providers across all major jurisdictions.

Key services offered include:

• Drafting of offering documents
• Ensuring adherence of offering and key investor documents to legal & regulatory requirements in all relevant jurisdictions
• Translation of offering documents according to local language requirements (e.g. Arabic)
• Verification reports on offering document statements
• Listing of secretarial duties
• Collating & preparation of board presentations
• Organizing meetings
• Setting of agendas
• Minute taking
• Ensuring all AGM/ board meeting requirements & formalities are adhered to
• Drafting relevant policies & procedures