FUND OF FUNDS CREATION
SERVICE
Wide selection of underlying funds from
different fund managers on iGP |
We offer you the fund of funds (FOF) creation
service to help wealth advisers create and manage their own fund for
their clients. Our FOF creation service allows you to create an
investment fund that invests into a portfolio of underlying funds from
different fund houses.
We offer a cost-efficient solution to manage the
cost incurred in setting up an FOF; from liaising with external
parties (e.g., fund managers, trustee, law firms) to providing you
with a transaction platform for transacting the underlying funds on
the FOF, and a distribution channel to distribute the funds on the iGP
platform.
An FOF allows you to ride on the expertise of
various fund managers and have exposure to different asset classes and
investment styles of various fund managers in a single FOF. You are
able to decide on the investment mandate of the FOF and implement
strategic asset allocation changes more efficiently by rebalancing on
the FOF level.
Advantages of setting up FOF using iGP
platform
-
Greater convenience & substantial savings
-
Provide Custodian services and transactional
platform for EFM to put through transactions of underlying funds and
maintain client's records
-
Consolidated Statements for trustee, EFM and
the end-investors
Instead of receiving many confirmation notes and statements from the
underlying fund managers, the EFM and Trustee will receive a
consolidated statement and confirmation note from iGP
-
Wide range of underlying funds on iGP platform
-
Easy monitoring of underlying funds online
|