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FUND ADMINISTRATION

INVESTOR RELATIONS

Are your firm's communications timely, correct and reliable to keep investors well-informed? 

 

  • Liaison to investors, clients, legal and tax advisors in all reporting matters as directed by management

  • Transparent, accurate and timely reporting

  • Establish and maintain a database of proper documentation of all fund investors records and communications in accordance with industry best practices

  • Conduct AML & KYC assessments following regulatory protocols

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263 Tresser Blvd. 9th Floor Stamford, CT 06901