Hero

Fund formation

We align our expertise to deliver a bespoke, personal and proactive service.

Estera Administration (Guernsey) Limited assist on all aspects of fund formation including reviewing documentation, submitting regulatory applications and ensuring that your new fund is set up to run in a smooth and efficient manner.

Our specialist team also help our clients to find the right people to work with through the formation phase of their venture (including non-executive directors, legal counsel, auditors, registrars, brokers and placement agents).

We aim to work as part of your team, focussed on delivering you the highest quality fund administration service.

Our services include:

  • Assisting with finding the appropriate experienced offshore non-executive directors
  • Advise on counsel and auditors
  • Liaising with client’s lead counsel, brokers and placement agents
  • Company incorporation and limited partnerships
  • Banking support and guidance
  • Review fund documentation, including the private placement or offering memorandum
  • Develop workflow processes that improve fund administration efficiency
  • Focus on the regulatory applications to ensure due diligence and preparatory work are completed efficiently
  • Cover all anti-money laundering requirements on the fund’s new investors to comply with regulatory and legislative requirements

Jurisdictions

This service is available in the following locations:

Team

Louise Manklow

Client Director
Service Line
Location
Profile Image

Mel Torode

Operations Director
Service Line
Location
Profile Image

Neil Cain

Director
Service Line
Location
Profile Image

Serena Tremlett

Managing Director
Service Line
Location
Profile Image

Alan Tremlett

Compliance Officer and MLRO
Service Line
Location
Profile Image

Cherry Guilbert

Company Secretary
Service Line
Location
Profile Image

Kerri Legg

Finance Manager
Service Line
Location
Profile Image

Matt Patch

Manager
Service Line
Location
Profile Image

Melanie Pugh

Manager | Investor Services
Service Line
Profile Image

Nikki Scott

Manager
Service Line
Location
Profile Image

News

Keep up-to-date with the latest news, views and developments
from our teams across the Estera group.

05 May 2017

Estera, a leading provider of fiduciary and administration services, has been shortlisted in an impressive four categories in the prestigious Citywealth Brand Management & Reputation Awards 2017; Brand of the Year, Best Rebranding Campaign, Marketing Team of the Year. The Groups’ Head of Marketing - Leanne Harker, has also been shortlisted as Marketing Director of the Year.

28 April 2017

Estera, a leading provider of global fiduciary and administration services, is pleased to confirm the successful completion of its acquisition of Guernsey-based Morgan Sharpe Administration Limited (“Morgan Sharpe”) following receipt of regulatory approval.