Investment fund changes can come in many forms – prospectus changes, investment changes, fee changes, closures, etc. so there is no “one size fits all”.

This is where our expertise of 15 years in the investment industry comes in. We can advise you on how to make the changes, the best processes and practises to follow and pitfalls to be mindful of.

Once the scope of the changes are established we will follow our 2 phase approach (see below) to engage with the relevant functions and create a comprehensive fund change plan.

Phased Approach

• Phase 1 starts with our upfront “Check-up”, aiming to engage with all the relevant functions and establish requirements, output and timings.

• In Phase 2 we take this information and create a comprehensive customised fund change plan which, if required, we can help to implement as well.