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ARTICLE · 16 JUNE 2023

Four Areas To Consider When Reviewing Your Fund Administrator

Ocorian
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Increasingly, the third-party fund services industry is moving to a position where reviews of external service providers are a standard part of the operating model.

JerseyFinance and Banking
Ocorian
Ocorian

Increasingly, the third-party fund services industry is moving to a position where reviews of external service providers are a standard part of the operating model.

Reviews are an opportunity to conduct an in-depth review of the service you are receiving from your provider.

What are the four key areas to consider when reviewing your fund administrator?

1. Responsiveness

How quickly does your provider respond to requests for additional information or reports? If you have a service level agreement (SLA) with your provider, it should always meet the response times set out in that agreement and aim to exceed them.

2. Technology

How confident are you that your provider is using best-in-class technology that has been customised to optimise your set-up? Are they reliant on Excel spreadsheets? How up-to-date is its technology? How reliable and flexible is it? Do you have complete confidence in the information you receive?

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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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