New Client Support

We offer a range of services to make your transition to Mainstream a smooth one.

We have a dedicated transitions team to onboard our new clients. The team is very experienced in the setup and launch of new funds. They can give feedback on offer documents and provide useful custody, legal and tax contacts if you need them.

Quick steps to getting started:

  1. First we appoint a transition manager who will let you know the historical data we need to get up and running and provide a timeline to ‘go live’.
  2. Next we work through your current back office processes, especially any unique requirements that are needed. Clear and open dialogue is crucial in this stage. All requirements are carefully reviewed against your offer documents to ensure compliance.
  3. Finally we go through a number of operational checklists and user testing before switching on our services in your name. All of our work is done ‘in country’ and you will have direct access to the specialists administering your funds.

Whether you are setting up a new fund, or looking to transition from your existing administrator, we will make your transition process as smooth as possible.

Contact us today to get your new fund up and running or commence a discussion about transitioning to us.

Over $147 billion in funds are outsourced to Mainstream: