MARQ Trustees has a long record of partnering successfully with Investment Managers – from experienced hands, through to first-time participants. We have the technical skill-set and professional resources to manage and drive the mesh of interdependent tasks needed to structure, establish, and operate your Fund. Our approach is flexible, ensuring you receive only the services you need, in line with your experience and your available in-house resources.
Experienced Investment Managers
MARQ Trustees provides a full suite of services that covers your Fund’s AFS Licensing requirements, custody, fund administration (including back-and middle office functions), KYC and investor registry, investor reporting, and other related services needed to operate your Fund successfully. Additionally, we can assist you with your financial modelling, research, tax and accounting, marketing and communications (including design and production of your Information Memorandum), and a range of capital-raising activities. If there are gaps in your in-house capabilities or resources, we are happy to provide the missing services you need.
First-time Investment Managers
Before you can raise money from investors through a Fund, you need to complete a whole range of legal and technical matters. This is a substantial undertaking, where a lack of knowledge or experience may result in time delays, rework, cost overruns, or penalties. Potentially all four. Some participants who are new to Investment Management may find this is beyond their in-house capabilities, and engage various outside experts for assistance. Even then, they must coordinate the services of external consultants, manage inter-dependencies, and ensure they meet their requirements and those of the Fund’s Trustee, Administrator and Registrar without breaching the financial services law, tax law, or ASIC policy. This includes bringing all the elements together, and drafting sections of the Information Memorandum that fall to them for completion. MARQ Trustees can provide many of these services directly, and project-manage and drive the remainder on your behalf and in your best-interests; removing what is often a major headache and a drain on your time and resources.