What we do
A disciplined framework for appointing, monitoring and reporting on delegates.
Due diligenceInitial and ongoing assessment of delegates before and after appointment.
Service-level monitoringTracking KPIs and SLAs against agreed standards.
Reviews & site visitsPeriodic reviews of delegate performance and controls.
Issue escalationIdentifying, escalating and remediating issues promptly.
Board reportingClear, regular reporting on delegate performance to the board.
Regulatory alignmentOversight designed around Central Bank fund-management-company expectations.
How it works
Oversight that runs through the full life of each delegate relationship.
1
Assess
We conduct due diligence on each prospective delegate.
2
Appoint
We set clear standards, SLAs and reporting lines.
3
Monitor
We track performance and controls on an ongoing basis.
4
Report
We report to the board and escalate where needed.
Strengthen your oversight
Talk to us about independent oversight of your fund’s delegates.
Get in touch