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ARTICLE · 16 JUNE 2023

Five Reasons Why An Annual Service Review With Your Fund Administrator Makes Sense

All too often, fund managers hold off switching their fund administrator until the pain of staying with their current provider exceeds the perceived pain of leaving.

JerseyFinance and Banking

All too often, fund managers hold off switching their fund administrator until the pain of staying with their current provider exceeds the perceived pain of leaving.

Typically, this point is reached when poor service begins to impact investors. By then, sub-optimal fund administration is already negatively affecting your business.

By conducting an annual review with your third-party fund administrator, you can strengthen the partnership with them. Ocorian proactively engages with our clients for regular assessment of our services, to ensure not only consistency of quality and timeliness, but also to continuously supporting our clients' growth and ambition by aligning our product development roadmap to their emerging needs.

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The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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