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Services by
Industry - Placement Agent

Front to back office capabilities

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24/5 Service Delivery

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Backup

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Free Audit Support

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Zero Implementation Fees

Support Service: Placement Agents 

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Operations

Key Performing Indicators (KPIs) monitoring and servicing

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Accounting

Book keeping, Treasury, Financial Reporting, Cash Management

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Investor
Relations

Investor Documentation, Investor letters/presentations, Marketing materials, Investor Communication/Queries/Requests

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Administration & Compliance

Record keeping, Documentation, Regulatory Reporting & Fillings

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