A turnkey solution for fund managers raising capital in Australia
For Australian and offshore fund managers seeking to establish or maintain an Australian presence. Access local support for compliance, marketing, distribution and capital raising through one partner, rather than assembling each piece yourself.
Book a consultationManagers building or growing an Australian presence
- Australian fund managers seeking compliance support and AFSL authorisation
- Offshore fund managers entering or expanding in Australia
- Managers looking for one local partner for compliance and distribution
What “turnkey” includes
Compliance arrangement
An agreed arrangement for the fund-related services covered by our licence.
Local support
A team in Australia to help you meet local requirements and operate day to day.
Sales and marketing collateral
Help preparing the materials used to present your fund to investors.
Distribution
A plan for reaching suitable wholesale investors and engaging the market.
Capital raising
Introductions through our network of high-net-worth investors, family offices and private capital providers.
Compliance and distribution, set up together
- A written agreement setting out scope, conditions and responsibilities
- Your Financial Services Guide, where one is required
- Information Memorandum preparation and review
- Target Market Determinations, where required
- Review of marketing material and investor communications
- A distribution and investor engagement plan
- Ongoing compliance monitoring and regulatory updates
Compliance and distribution, step by step
- 01
Understand your fund
We learn about your fund, business, compliance needs and capital raising objectives.
- 02
Assess the arrangement
We assess the proposed arrangement and the requirements that apply.
- 03
Agree scope and engagement
The services, responsibilities and terms are agreed in writing.
- 04
Onboard and prepare
We support onboarding, collateral preparation and your distribution plan.
- 05
Ongoing oversight and engagement
We provide compliance oversight and investor engagement within the agreed scope.
Talk to us about your fund
We will discuss your plans for Australia and which parts of our turnkey support would apply.
Talk to our teamHow fees are agreed
Fees depend on the services and scope. Compliance and capital raising work can be structured differently, and may include fixed fees, percentage-based fees or a combination. The structure is agreed in writing before work begins.