We do not charge you to become our client, so you will never pay a fee to move your administration to us. On engagement and without extra cost; we complete the following:

 

• Set up of your fund on our software, including fund history for members and CGT assets.

• Compliance review and report to Trustees on any compliance concerns for rectification prior to audit.

 

For monthly administration funds, you will be charged monthly based on annual administration prices until your fund has all periods processed up to date and can be transferred onto our monthly administration service.