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Heritage Fund Services obtains ISAE 3402 accreditation

Following the completion of a project to conform all processes and procedures across Guernsey, Malta and the UK, Heritage Fund Services (HFS) has achieved the International Standard on Assurance Engagements (ISAE) 3402 certification.

The ISAE Type I report was issued by Grant Thornton confirming the establishment of effectively designed internal controls to achieve specified control objectives. The conformed procedures mark the end of a project to ensure a common platform internationally.

ISAE 3402 is a global assurance standard developed by the International Auditing and Assurance Standards Board (IAASB) for reporting on controls at a service organisation. The assurance report is issued by auditors to companies who demonstrate a level of ‘reasonable assurance’ over their control environment.

Mark Huntley, CEO of HFS said “With our growing offices in three locations we felt it was important to implement a common platform.  Our offices in Malta and the UK were established in 2010 and this was a key objective to deliver ISAE 3402 assurance across all our fund administration offices following a rigorous examination of our internal controls by Grant Thornton. The assurance recognises the effectiveness of the controls we have in place and strengthens our case for the reputation we have in the marketplace for high levels of service and secure operational practice.”

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Estera has acquired Heritage Financial Services Group.

Estera is a leading global provider of fiduciary and administration services. The 
acquisition of Heritage Financial Services Group is central to the expansion of 
our funds service line and also expands jurisdictional choice for our trust and 
corporate clients.

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