In a video case study for The Inside Network, MARQ Trustees Managing Director, Andrew Patrick, discusses how Registry Direct has helped MARQ Trustees streamline its onboarding processes for clients and the importance of providing a simple, intuitive online application experience for investors.
REGISTRY DIRECT SERVICES
The MARQ Trustees team started working with Registry Direct during the peak of the COVID-19 pandemic while assisting a client with establishing a new fund and onboarding approximately 150 investors.
The pandemic restrictions made a paper-based application process impractical, so the team turned to Registry Direct’s online applications portal for a more efficient solution.
BENEFITS FOR INVESTMENT MANAGERS
Andrew Patrick explains to The Inside Network’s James Dunn the benefits of the platform: “The Registry Direct platform is intuitive. Once you identify whether you’re applying as an individual, company or a trust, the portal then steps you through the correct process.”
“Applications now only take 6 to 7 minutes, and for returning investors, they can take as little as 2 to 3 minutes”, Andrew Patrick explains in the video.
“It’s so simple and a really positive thing for investment managers and trustees to have. It makes it easy for investors to invest.”
To learn more, view the video below and visit the Registry Direct website.
ABOUT MARQ TRUSTEES
Established in 2014, MARQ Trustees brings together a team with decades of financial services experience in managed funds. Under the authority of our Australian Financial Services License (AFSL), our firm provides services to wholesale managed investment schemes including trustee, custody and other AFSL services; advisory, fund administration and registry services; as well as fund to market and capital raising advice. For more information, contact us via phone: +61 3 9005 9282 or email: [email protected].
