Trustee Service


BMYG assist in the establishment of the fund to optimise the fund structure and the trust deed, entering into investment management agreements and agreements with service providers, and approval and issue the offer document. Where we are providing incidental custody services we will open and manage the trust bank account.


Our Service

  • Acting as trustee for the fund
  • Appointing and supervising the investment manager, and other service providers if required
  • Providing advice and support in relation to the structure establishment and management of the funds
  • Executing all documents in relation to the funds
  • Reviewing and ensuring that the fund is managed in accordance with fund disclosure documents
  • Adhering to legislative and regulatory requirements
  • Approval and issue of offer document

Service Highlights

  • Exclusive and tailored specialist service solution and proposal
  • Personalised services with a dedicated experienced account manager
  • Co-ordinating communications to your clients if required
  • Appointing compliance personnel and assisting with compliance matters
  • Training and coaching regarding the fund management and compliance
  • Complimentary Fund launch marketing promotion
  • Presenting in the promotion events

More about your Trustee Service…

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