Onboarding & Establishment

We build strong relationships with first-time and entrepreneurial fund managers as well as the established players.


Our services include:

Select the tab below that you would like to find out more about.

  • Review & comment on constitutional documentation

    Review & comment on constitutional documentation

    Having engaged your lead legal counsel to draft the fund’s constitutive documents, we will work with you on the review phase to ensure clarity, accuracy and provide our views on its practical application to create a pragmatic solution for the day-to-day running of the fund.

    Jurisdiction

    This service is available from:

    • JERSEY

    Contact us
  • Liaise with professional advisors

    Liaise with professional advisors

    Lawyers, tax advisers, auditors and investment managers/advisers all have valuable input to the set-up of a fund and we coordinate between these stakeholders to ensure all parties deliver their necessary input on time and within the desired project plan.

    Jurisdiction

    This service is available from:

    • JERSEY

    Contact us
  • Investor due diligence

    Investor due diligence

    We can take on the administration for collection of the fund’s due diligence to meet Jersey’ legal and regulatory requirements for anti-money laundering/countering the financing of terrorism (AML/CFT), minimising the impact to your clients/investors and assist you to meet launch and investment deadlines.

    Jurisdiction

    This service is available from:

    • JERSEY

    Contact us
  • Development of operating model

    Development of operating model

    Hawksford has developed a standardised operating model; however, we can tailor the service offering in order that it works for you and your clients that has due regard to both regulation and efficiency; culminating in an agreed service level agreement between the stakeholders and associated key performance indicator (KPI) reporting.

    Jurisdiction

    This service is available from:

    • JERSEY

    Contact us
  • Agree reporting outputs

    Agree reporting outputs

    We work with you to provide bespoke, quality reporting in line with agreed timeframes and relevant reporting frameworks.

    Jurisdiction

    This service is available from:

    • JERSEY

    Contact us

Our exceptional people:

Here are some of our specialists that you can talk to about our fund administration services.

Simon Page

Global Head of Funds Services

Jersey
Jon Taylor

Associate Director, Funds

Jersey
Bobby Stirling

Global Head of Client Accounting

Jersey

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