We have strong expertise in registered and
unregistered managed investment schemes. We work with investment
managers, Responsible Entities and other managed funds.
We have an extensive database and network through which we can help you source a Responsible Manager Expert. Through our compliance training business, Compact - Compliance & Training, we can deliver half-day training sessions to Responsible Managers. ASIC may require this type of training for nominated Responsible Managers who do not have Australian regulatory experience. Click here to register for our next training session.
- advise on managed investment scheme structures, including
regulated (licensed) versus unregulated schemes and registered versus
- draft or review your constitution or trust deed;
- assist you with preparing or reviewing your compliance plan;
- register your scheme with ASIC;
- prepare or review your disclosure documents (whether a Product Disclosure Statement (PDS), Prospectus or information memorandum); and
- participate in compliance committee meetings as external members.
Contact us now to find out how we can help you.