News & Knowledge
Articles tagged as "Fund Administration"
ClearPreparing Authorised Representatives to engage investors
Knowledge
24th February 2026
MARQ Trustees provides specialised onboarding for Authorised Representatives engaging with investors. Our program equips ARs with the regulatory understanding and practical tools needed to communicate with investors effectively.
Registry Direct delivers streamlined investor application process for clients
News
9th October 2024
In a video case study, MARQ Trustees Managing Director, Andrew Patrick, discusses how the Registry Direct platform has helped streamline investor onboarding processes for clients.
The obligations of an AFS Licensee and Trustee
Knowledge
24th April 2024
As AFS licensees, we are required to meet strict financial guidelines as set out in the Corporations Act 2001.
Transaction steps and documents
Knowledge
24th April 2024
The transaction steps and documents required for your fund will depend on many factors.
Do I need an AFSL if I raise money?
Knowledge
19th April 2024
Usually, yes. The financial services rules were introduced to regulate the raising of money and promote transparency and accountability in financial transactions. They generally apply to anyone who is raising money by whatever means.
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