Fund RFI

Mon - fri

open all day
6am — 10pm

Saturday

limited hours
10am — 7pm

Sunday

limited hours
2pm — 7pm

Name:

Email:

Brief Description of Fund/Strategy

AUM Range

Strategy

New Field:

No. of Employees

Regions of Investment Focus:

Operations

Number of external vendors in use:

Biggest operational challenge:

Tech/Vendor type currently evaluating:

Desired intro (if any)

Which vendors do you currently utilise for the following:

New Field:

Depositary

Outsourced Trading

Field label

New Field

New Field:

Accountancy

New Field

New Field:

Insurance

New Field:

HR

New Field:

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E-mail

Address

Altallo is a trading name of Argyll & Buchanan