MyFund Tool

Step 1 of 10 - You and how do you invest money?

  • You and how do you invest money?

    With some simple information regarding your background and plans for your Fund, we can help you tailor the perfect Fund to fit your objectives. We invite you to quickly complete the following questionnaire to help us design your Fund.This questionnaire is designed to make you think about the features that you may need in your Fund structure as well as the ones you don’t want. The questionnaire is divided into seven major headings: (i) How you manage money, (ii) your Business Plan, (iii) the Fund Jurisdiction, (iv) Fees and Share Classes (v) Fund liquidity rules, (vi) Service Providers and (vii) Dealing and Execution.