Hosting Solutions
For investment managers looking to manage client assets within authorised fund structures, there exists an alternative to establishing your own Unit Trust Manager or Authorised Corporate Director (Management Company) function and undertaking administration in-house or appointing a third party administrator.
Capita Financial Group (CFG) offers a ‘hosting’ solution which enables investment managers to focus exclusively on fund distribution and investment activities. In this arrangement, CFG becomes the authorised entity by the Financial Services Authority and thereby undertakes the Management Company function on your behalf, delivering comprehensive administrative and investor servicing support to your funds.
CFG is recognised as the UK’s pre-eminent provider of hosted services*, having built significant market share leadership.
It has achieved this through the delivery of highly flexible and tailored solutions to a diverse range of over 100 investment management groups, encompassing asset managers, private wealth managers, private banks, investment banks, stockbroking groups and financial intermediaries.
From the smallest boutique to some of the largest global names in investment management, the hosted model has proven to be an ideal solution.
The key benefits of our hosted solution include:
- The removal of the principal regulatory responsibilities
- The reduction of capital adequacy requirements
- Cost effective and timely fund establishment, managed by a highly experienced team
- Extensive range of fund structures and product features supported
- High quality fund servicing from the UK’s market leader
- Provision of an all encompassing solution through our extensive third party relationships
- Ongoing compliance and regulatory support and consultancy
- The option to take over the Management Company function and retain the administration expertise provided by CFG
* Interpretation of fund data sourced from the Investment Management Association, as at December 2007