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Understandably, many investment fund managers believe the fund creation process is lengthy and complex.

But this isn’t necessarily true.

In fact, the whole fund setup process can take as little as six weeks – which means there is still time to launch your fund in January 2020. To explain how the process works, I thought I’d share this video with you. Just watch it in the video below, or read the transcript.


Here at IFINA, we can setup your investment fund in as little as six weeks. Here’s how the process works.

WEEK ONE: Week one is simple. You’ll complete a ‘Fund Questionnaire’ and provide due diligence documentation.

WEEK TWO: In week two, we’ll discuss fund features with you – such as subscriptions, redemption terms and performance fees. We’ll also draft the fund prospectus and management agreement, along with bank and broker account applications.

WEEK THREE: We finalise the fund prospectus in week three. In addition we appoint an auditor and prepare a CIMA application.

WEEK FOUR: In week four, we liaise with banks and brokers to complete all account openings.

WEEK FIVE: During week five, our team submits the CIMA application – and completes the overall fund formation process.

WEEK SIX: In week six, it’s time to launch your fund and execute your strategy.

There you go – the process is that simple. If want to create your own investment fund, just get in touch and a member of the team will get back to you.

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Do you need help creating your own investment fund? We should have a Skype call. Just email me back and we can book a time that’s convenient to you.


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