What your journey will look like

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See how it works

01

Choose your funds name

Simply create your funds name, respecting names rules to ensure your fund's name accurately reflects the fund's investments and risks.

02

Distribution Countries

Design your distribution strategy by choosing the relevant distribution countries.

03

Compile your share classes

Edith all details of your share classes, by adding your Fee Details, Currency, Minimum Subscription Amount, etc.

04

Tailor your fund

Define your investment policy. Choose between three investment avenues: Equity, Bond or Balanced.

05

Mark fund administration

Chose your suitable fund administration details like currency, NAV frequency, portfolio manager, etc.

06

Get an overview and submit

Check all details of your investment vehicle and submit.

You're ready, the fund documents have been sent to you.

Last step: upload required documents in the data room of the compliance section to pass due diligence checks.

What are you
waiting for?

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Create a Fund right now