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Articles tagged as "Trustee"

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The Value of an Independent Professional Trustee 

MARQ Trustees writes about the role of an independent professional trustee in wholesale fund structures, and why the market treats independence as a marker of governance maturity.

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Why performance fee provisions must align across all fund documents

MARQ Trustees writes about the importance of ensuring performance fees are aligned across the Information Memorandum, the Investment Management Agreement and the financial model. To avoid misalignment, these three components must be viewed as a single system rather than separate tasks performed in isolation. If the disclosure, the legal drafting and the model differ by even a small degree, the fee output will be wrong.

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