Institutional Onboarding Process
A streamlined, rigorous framework for institutional partners entering our holding structures.
Our advisory team conducts a preliminary review to ensure alignment between the prospective partner's capital objectives and our strategic mandates. This phase includes strict KYC (Know Your Customer) and AML (Anti-Money Laundering) checks in compliance with ACRA and MAS guidelines.
Upon qualification, we engage in deep-dive strategic sessions to define liability constraints, return expectations, and risk tolerance. A customized allocation model is subsequently proposed across our asset classes (Equities, Fixed Income, Corporate Holdings).
Formalization of the partnership. Drafting and execution of Investment Management Agreements (IMAs), defining fee structures, reporting schedules, and custodial arrangements. Our legal team ensures seamless integration with your existing trust or corporate entity structures.
Capital is wired to designated custodial accounts. Our portfolio managers begin phased deployment according to the agreed strategic asset allocation. Partners receive immediate access to our secure institutional reporting portal.