Fund Management Services
OTG Advisory assists the launch and growth of investment managers by providing access to our expertise and services.
Fund Trustee Services for
Retail & Wholesale Funds
OTG Advisory provides the following fund trustee services to retail & wholesale funds.
• Corporate authorised representative agreement (AR/CAR)
• Trust deed for a registered and unregistered schemes
• Trustee services agreement
• Investment management agreement
• Incorporation of the Fund Manager entity
• Information memorandum / Product Disclosure Statements
• Administration agreement and back office support
Compliance & Risk Management
OTG Advisory can arrange for the appointment of responsible managers and compliance personnel and assist with all licensing and compliance matters.
Licensing Requirements
OTG Advisory can provide assistance in obtaining an AFSL, or give authorisation to act under their AFSL as an Authorised Representative (AR) and/or Corporate Authorised Representative (CAR).
Product Development
Our directors have extensive experience in the development of successful investment funds in Australia across single asset and multi-manager funds.
We can develop funds for a particular market taking into account relevant regulatory, taxation, accounting and marketing issues and provide responsible manager or trustee services.
