KBA Fund Services KBA Manager Services

Administrator / custodian transition

Periodically fund promoters wish to review the services provided by the existing custodian/trustee and fund administrator, and evaluate alternatives. When a decision to appoint a new service provider is taken the transfer of assets and data must be carefully managed. It is necessary to coordinate the activities of many parties including the incoming and retiring service providers, the auditors, any new or retiring directors and the legal advisors. KB Associates has the expertise, local presence and independence necessary to manage this process.