With global fund managers increasing demanding efficient, professional fund governance services, Equity Trustees can deliver Independent Authorised Corporate Director (ACD) and Management Company services providing a comprehensive range of UCITS and AIFMD fund services to international and domestic investment managers, distributors and financial services professionals looking to establish and operate funds in both the UK & Europe.

With more than A$100 billion* in assets under administration, Equity Trustees has a 130-year history and is widely recognised in the Australian market as the market leading provider of funds governance services with more than 100 Australian and  international investment managers.

By maximising the use of the latest technology and by working closely with our supply partners we have a team of senior experienced professionals capable of offering real quality solutions and support to our clients, and the funds that we operate.

Our aim is to add value at each at every stage of a fund’s development. Our belief is that great success can only be achieved by working in an open, flexible and collaborative partnership with each and every one of our clients. It’s what sets us apart from our competitors.
*As at SEPTEMBER 2020

Our Fund Services

  • Fund Structuring / Product Development
  • Creation and Maintenance of Scheme Documentation / KIID Production
  • Project Management – Fund Mergers, Scheme Reconstructions
  • Obtaining Regulatory Authorisations
  • Fund Administration
  • Platform Listings and Distribution Support
  • Regulator Reporting
  • Regulatory Support / Operational Compliance
  • Overseas Fund Registrations
  • AIFM & UCITS Management

Investor Support

Support and information, including policy documents and contact information is available at each of the links below.

Investor Support - UK

Investor Support - Ireland

Working with fund managers around the globe

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Our Fund Ranges

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