Onboarding

We Getting started with Helford Depositary Services is a streamlined and collaborative process, designed to set your fund up for success from day one.

Dedicated Onboarding Manager

From the outset, you’ll be assigned a dedicated onboarding manager who will guide you through each step of the process. They’ll provide a clear roadmap from initial engagement to go-live, including any necessary testing and implementation phases.

Experienced Team

Our team brings deep expertise in the launch and integration of depositary services. We’ll support you through every stage of onboarding, helping you meet all AIFMD requirements and advising on the design and implementation of your internal processes.

Seamless Collaboration with Service Providers

We maintain strong relationships across the industry and can introduce you to trusted service providers, including fund administrators, custodians and banking partners. Throughout onboarding, we facilitate a seamless, tripartite dialogue between the AIFM, fund administrator and depositary to ensure alignment and efficiency.

Helford Depositary Services Ltd

Helford Depositary Services Ltd is authorised and regulated by the Financial Conduct Authority

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Contact us

info@helforddepositaryservices.com

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