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 June 2021

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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Investor scam alert

Equity Trustees is aware of a website operating under the name of TC New Horizon Global Balanced Fund (website: https://tcnewhorizon.com) which is not a lawfully incorporated firm or authorised to provide financial services. This firm is attempting to pass itself off as the legitimately incorporated and authorised Irish fund, TC New Horizon ICAV and its sub fund of the same name.
  
The referenced TC New Horizon Global Balanced Fund is in no way connected to TC New Horizon ICAV and its sub-fund, or to Equity Trustees, or the registered address outlined on its website. The appropriate authorities, including local police enforcement and the Irish Financial Regulator, have been notified and they are investigating the matter.
 
Before engaging financial services of any kind, we urge you to take steps to avoid being scammed or defrauded of your money. This includes making the necessary inquiries and obtaining independent advice. Never provide personal information about yourself or agree to send money until you are satisfied that the firm you are dealing with is authorised and appropriately registered.
 
Unfortunately, where an investment is made with an unauthorised firm, there is no recourse to recoup money lost by people who deal with unauthorised firms. 

 

Our Fund Ranges

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