Bespoke Service
Capita Financial Group (CFG) prides itself on being able to offer a bespoke service to meet our client requirements.
Whether your fund is closed ended or open ended, onshore or offshore, retail or institutional, CFG can tailor their services to meet your needs.
CFG has a highly skilled team with extensive experience of investment vehicles covering a diverse product range including:
- OEICs
- Unit Trusts
- Hedge Funds
- Fund of Hedge Funds
- Feeder Funds
- Private Equity Funds
- Charities’ Funds
- Investment Companies
- Real Estate Investment Trusts
- Venture Capital Trusts
- Enterprise Investment Schemes
- Capital Protected Vehicles
- Protected Cell Companies
- General Partnerships and Limited Partnerships
CFG also deals with structures that are Self Managed, Outsourced and Modular.
CFG’s extensive experience covers a number of sectors including property, private equity, arbitrage, opportunistic, multi share class, venture capital, contracts for difference, foreign exchange, bonds, equities and derivatives.
Additionally CFG have offshore and cross jurisdictional experience dealing with structures in the UK, Europe and other international locations.
CFG develops its working systems to meet clients’ reporting requirements, providing all levels of required information. The client deals directly with the team working on their account, giving the client an in depth understanding of their fund, including:
- Administration Services
- Fund Accounting
- Retail Operations and Transfer Agency
- Company Secretarial Services
- Taxation Services
- Desktop Publishing and Report and Accounts Production