As we approach the end of the year, many of us will reflect on our goals for the next 12-months.
If you’ve been part of this community for an extended period of time, my guess is that managing your own investment fund is something that interests you.
In this blog post, I want to encourage you.
If your trading performance is solid – and you have some investors lined up – perhaps it’s time to transition from interest to action. Please don’t think that running a fund is something that is out of reach.
In fact, the setup process can take as little as six weeks with IFINA. Here’s the process in full:
WEEK ONE: Week one is simple. Our team will ask you to 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.
Start the process today
If you’re ready, there’s no time like the present to form your own investment fund. Drop me an email and we can arrange a Skype call to discuss your ambitions.