Project Management

Defining and implementing a detailed project plan for a product launch or an investment company setup can be a challenging task especially if adequate internal resources are not available. Our extensive experience in all areas of the project cycle enables us to work alongside the client to insure a successful project completion.

Key services offered include:

• Project managing investment products from inception to launch including selection of all third party/ service providers
  • Structural & jurisdictional advice;
  • Advising on key regulatory and related requirements
  • Appointing & managing key service provider relationships (lawyers, auditors, administrators, custodians, trustees etc);
  • Liaison with regulators & obtaining regulatory approvals
  • Drafting the offering documents
  • Assistance in negotiating and settling all contractual relationships
  • Providing templates of all key documents
  • Internal reporting
  • Ensuring organizational readiness
  • Involving strategic partners
• Project management for establishment (or migration) of licensed investment management companies, inclusive of:
  • Drafting regulatory business plans
  • Drafting all policies & procedures
  • Completing all regulatory application documents
  • Providing templates of all key documents
  • Liaison with regulators & obtaining regulatory approvals