Set up a Managed Investment Scheme

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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