Operations Management for Investment Type Companies
Review redundancy procedures and telecommunications network plan.
Evaluate in-house procedures, calculate cost / benefit analysis of outsourcing
specific operating tasks.
Establish management company audit procedures.
Coordinate outsourced administrative work with fund administrators including:
- NAV
- Performance reporting
- Investor statements
Compliance, Registration for Investment Type Companies
Review existing documents with opinions.
Advise on internal agreements and contracts, work with attorneys.
Write a up-to-date compliance manual.
Manage process of regulatory updates and adherence.
Optimize the legal structure.
Create Form ADV for necessary registrations.