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How to switch your fund administration provider

Changing third party fund administrator isn't as burdensome as you think. Turn a fresh page with Ocorian.

How to switch your fund administrator

In this free guide we examine:

  • The key reasons fund managers switch their fund administrator
  • How to assess your current administrator and address red flags early on
  • Is the grass greener? At what point does it make sense to look elsewhere?
  • How to overcome the hurdles of switching fund admin that are keeping you up at night
  • What to look for in your new fund services provider
  • The Ocorian approach to ensuring a successful fund migration

 

 

Download the free guide: 

Looking to switch fund services provider?

Ocorian supports asset managers across the full fund lifecycle, combining deep technical expertise, institutional-grade technology and a dedicated onboarding approach.

  • Over 30 years’ experience in fund administration, AIFM, depositary and accounting services
  • A proven track record of complex fund migrations, completed by a specialist onboarding and solutions team
  • A single, integrated operating model designed to deliver data integrity, audit-ready reporting and confidence for LPs

Our onboarding teams help managers reset their operating model and strengthen investor trust from day one. To arrange a call to discuss your requirements, please contact our Business Development Team.

Ocorian Fund Services