Since 2005 we have worked with over 30 fund management groups including some of the largest names in the industry. Here is a sample of some of our clients and the range of work we have carried out – hover over the names below for details

    1. Production of investor disclosure documentation and application forms for the Aberdeen Multi-Manager Fund, UK OEIC Fund range and Investment Trusts

    2. Treating Customers Fairly website review project

    3. Investment Trust research project

    4. Drafting of Investment Trust Terms and Conditions.

    5. UCITS and NURS KIIDs

    6. Product management consultancy, UK fund range, on-site placement from December 2014 to July 2015

    Aberdeen Asset Managers
    1. Simplified Prospectus drafting and ongoing reviews

    2. OEIC sector research project

    3. Investment Trust marketing (secondment from April 2013 to June 2014).

    Allianz Global Investors
    1. Creative agency selection

    2. Drafting of marketing materials

    Apollo Multi Asset Management
    1. On-site placement as Acting Communications Director for maternity cover

    Association of Investment Companies
    1. On site placement – managing the communications for a complex UK and International based funds restructuring.

    2. Managing the communications for various mainstream fund actions and launches.

    3. Managing the UK marketing team.

    Aviva Investors
    1. Simplified Prospectus and supporting documentation - ongoing support

    2. Fund rationalisations: drafting of documentation, management of date, mailing and voting

    AXA Investment Managers
    1. UCITS and NURS KIIDs

    Baillie Gifford
    1. Fund rationalisation project (on-site placement)

    Baring Fund Managers
    1. UCITS and NURS KIIDs

    1. Simplified prospectus drafting and ongoing reviews

    BNY Mellon Asset Management
    1. Simplified prospectus drafting and ongoing reviews

    Capita Financial Services
    1. UCITS and NURS KIIDs

    2. On site annual KIID update project support

    Columbia Threadneedle
    1. Ongoing compliance monitoring

    2. Simplified Prospectus drafting and ongoing reviews

    3. UCITS KIIDs - Bureau Service Client

    Consistent Unit Trust Management
    1. Project management of Authorised Corporate Director establishment project for Daiwa Securities

    Daiwa Securities
    1. Application forms project for Dimensional Funds ICVC (UK OEIC) and Dimensional Funds PLC (Dublin-based fund)

    Dimensional Fund Advisors
    1. Review and redrafting of KIID and Supplementary Information Document content plus product application forms

    2. Website audit ahead of company rebrand

    EdenTree Investment Management
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