Whether you are completing an application form for the first time or the fortieth, it always seems to be a tedious and confusing process. There are multiple pages and sections of the form to complete, and frequently the information has to be repeated. Depending on the type of investor (individual, partnership, company or trust) different information is required. The increased requirements for fund Managers to conform to AUSTRAC requirements with each investor's proof of identity to satisfy Anti Money Laundering (AML) and Know Your client (KYC) legislation complicates the process further.
Investing via a platform may be convenient, but they are expensive. If you want to invest "off platform" for your clients, OLIVIA123 is free, saves mistakes, and saves valuable time. Want to know more? Email us at [email protected] or call 02 8022 8494.
FundMonitors.com provides information covering over 800 "actively managed" funds, (including Alternative, Absolute Return and Hedge Funds) operating in the fund management sector in Australia.
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