As a boutique commercial and financial services firm, we can help you set up the required:
- Managed Investment Scheme structure
- Compliance Plan (for registered schemes)
- Constitution (for registered or unregistered schemes)
- Intermediary agreement (which allows an unlicenced entity to operate certain schemes, and do a number of other things)
- Disclosure document, including a Product Disclosure Statement (PDS) or Prospectus.
Our lawyers also sit on a number of registered schemes'
Compliance Committees. If you're looking for an
external member, then you've come to the right place.
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