Fund Start Up
- Providing guidance on mutual fund requirements and regulations.
- Preparation of detailed fund operating expense projections.
- Evaluating proposed portfolio for compliance with SEC and IRS regulations.
- Identifying registered fund related advisor.
- Recommending compliance procedure enhancements.
- Managing the fund launch including coordinating service providers and tracking deliverables.
- Providing best practice and cost management guidance.
- Providing guidance on converting target fund performance.
- Assisting with tax analysis of converting accounts.
- Supporting in-kind conversions.
- Drafting plan of reorganization.
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