We run it for you or equip your team with our systems.

Manage fund distribution across markets, from initial registrations and pre-marketing notifications to ongoing maintenance, local agent requirements and related filings.

Facilities agent services, document dissemination and supporting workflow technology are included where relevant.

Produce and maintain recurring regulatory and investor disclosures, including KIDs, FinDatEx templates, factsheets, transaction costs and sustainability reporting.

Ongoing Swiss representation for foreign collective investment schemes, including regulatory filings, publications and coordination with local service providers.

Act as process agent for funds, managers and other cross-border entities that need a named, reachable local appointee to accept service of legal process on their behalf.

Make marketing review faster, more consistent and easier to control across markets.

Marketing Material Review combines lawyer maintained regulatory rules with your fund documentation and house requirements to deliver a structured, multi jurisdictional review in minutes, from findings through to approval and audit evidence.

Run due diligence on delegates, counterparties and service providers, and manage the DDQs and RFPs your own team receives.

Keep track of the regulatory requirements that affect your funds and business, and identify developments that require action.

Ongoing compliance and corporate support for regulated firms and their boards, including EU GDPR and UK data representative services, DORA training, MiFID compliance officer and training support, and company secretary services.