Managed Investment Schemes & Responsible Entities

We have strong expertise in registered and unregistered managed investment schemes.  We work with investment managers, Responsible Entities and other managed funds. 

We can:

  • advise on managed investment scheme structures, including regulated (licensed) versus unregulated schemes and registered versus unregistered schemes;
  • 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. 
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.  

Contact us now to find out how we can help you.

Business Types