Fund Administration Services

Fund Administration Services include:

  • Assistance in establishing and structuring funds
  • Unit holder/ shareholder/limited partner dealing and registration
  • Calls and distributions
  • Investment transactions
  • Fund accounting and reports
  • Valuations and calculation of unit/share prices
  • Corporate secretarial functions
  • Board meeting support and corporate governance
  • Compliance and regulatory reporting
  • Multi–jurisdiction capability
  • Stock exchange listings

Heritage Group Limited, PO Box 225, Heritage Hall, Le Marchant Street, St Peter Port, Guernsey, GY1 4HY.       Telephone: +44 (0) 1481 716000       Regulations

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