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Advisory services

Pre-launch review
Initial definition of project scope
Information gathering-Gap Analysis
Detailed project plan developed and communicated to client
Coordination with onshore and offshore legal counsel, audit firms and prime brokers to assist launch
Options and commentary discussed with manager
Provision of information on vendors
Preparation of decision template and introduction to vendors
Facilitation of contract negotiations
Coordination with consultants of Middle/back office structuring

Initial definition of project scope
Information gathering- Gap Analysis
Detailed project plan developed and communicated to client
Ongoing project management throughout transition
Position conversion plus transaction history related to open positions
Full 2-3 month parallel run on all conversion clients
Conversion of Transfer Agency shareholder records
Establishment and implementation of communication protocol with brokers and banks as required
Documentation and agreement of client bespoke procedures and client pricing policy document
Preparation of client in house ‘Bible’
Client Launch Pack