Creating a Fund and getting it up and running can be a difficult and time consuming process. Way Fund Managers offers the entire infrastructure and more to fund / asset managers looking to launch funds. We are able to offer an all-encompassing solution, including authorised corporate director ("ACD") and transfer agency services; technical and administrative support; marketing and distribution activities and can even provide an umbrella regulatory framework (e.g. CF30) should this be required. Our team is flexible, proactive and customer oriented and will help you and your Fund get off to a great start. Get in contact to see how we can help you on your journey.
WAY Fund Managers (WFM) is a fully independent ACD and since 2001 has had the experience of helping fund / asset managers achieve their goals.
All dealing and registration will be administered by Investor Administration Solutions (IAS) which is part of our group, allowing for seamless communication and enhanced efficiencies. Following substantial recent investment in systems, people and processes, IAS provides a bespoke solution that meets all customer requirements.
* Investor Administration Solutions Limited is an appointed representative of WAY Fund Managers Limited
WAY was established in 1996 and has built an excellent reputation as being a leading provider of business support for fund / asset managers. The Group has the knowledge and expertise to give both established and start-up fund / asset managers the support to create a successful business.
With our in-house team of Compliance experts, our vast experience of regulatory matters in the financial services sector means that we can assist on a strategic level as well as on a day to day basis. This includes, but is not limited to, regulatory requirements from FCA authorisation to enforcement and consulting to accountancy matters.
We have a database of over 4500 active IFAs that we regularly communicate with. We provide them with news, analysis and insight including details of our Incubator programme as well as potential investment opportunities.
We offer multi-channel digital solutions with your business in mind. Our expertise includes guidance on website design and development, Pay per click campaigns and social media, as well as search engine optimisation solutions, content strategy, branding and traditional print marketing.
Production of all fund literature to meet FCA requirements. Liaison with depositary service providers. All these services are provided in-house, generally avoiding the need to use expensive external legal services.
Where umbrella CF30 services are provided, full HR/Contractor arrangements are handled by our professional in-house team. A full suite of regulatory and compliance training modules can be made available for you and your staff as your business grows.
In the early days as your business builds you can access a full range of support services from our experienced administration and investment oversight team. This can include physical office, remote access and system support. Services are available in several locations throughout the UK.