Our Range of Services: Overview

The Group of The Directors' Office offers a wide range of services to the managers of investment and management companies.

THIRD PARTY MANAGEMENT COMPANY SERVICES

TDO Management Company - a plug and play solution for UCITS III compliance

TDO Management Company provides risk management, supervision of delegations and compliance services in full compliance with UCITS III regulations.

Diagram of our operational model.

INFRASTRUCTURE AND SUBSTANCE

The Directors'Office and Associates - UCITS III compliance tailor made to meet your needs

Working together with our Associates who fill the role of resident Conducting Person, we provide material and logistical infrastructure and the support of experienced staff to ensure UCITS III compliance.

Our model is proven, operationally robust and can be tailor made to suit all forms of UCITS III funds or management companies.

Diagram of our operational model

DOMICILIATION, GOVERNANCE AND OVERSIGHT PROGRAMMES

The Group of The Directors' Office - domiciliation, governance and oversight services to meet and exceed the statutory requirements

In response to the increasing scrutiny of shareholders and regulators, the roles of Director and conducting person are becoming more complex and time consuming.  Directors and conducting persons are now required to be experts across a wide range of investment, risk, operational and compliance areas.

We provide domiciliation services to institutions looking for high level governance services such as management committees, investment committees, supervisory committees etc in addition to the classical company secretarial services and duties.

We provide introductions to our Associates who have the necessary experience and infrastructure to take on these challenges and who are able and qualified to be mandated either as independent directors or conducting persons or to assume other oversight roles for investment and management companies. 

More information on our Associates and the admissions process

RISK MANAGEMENT

The Group The Directors' Office - a unique risk management process

Our team of CFA and GARP qualified Risk Managers produce tailor made, regular quantitative and qualitative reports covering:

• market risk, including interest rate risk, currency risk, liquidity risk and credit exposure.
• credit risk including counterparty risk

and

• operational risk including settlement risk, valuation risk, distribution risk and other delegated operational risks (depository, investment manager, transfer agent, fund administration etc

SERVICES TO ASSOCIATES

The Group of The Directors' Office - high level services to high level Directors

The Group of The Directors' Office provides a select group of individual directors of fund management companies, our Associates, with the required professional resources to best perform their oversight and governance duties originating from directorship mandates received from fund promoting institutions.

If you are interested in becoming an Associate and benefiting from our extensive services please refer to our Admissions process here.

TDO ROUNDTABLES

The Directors' Office Private Roundtable - an exclusive forum for senior fund practitioners

The Group of The Directors' Office runs an annual Private Roundtable event for our clients and their key service providers.

The Private Roundtable aims to provide a forum where senior fund practitioners can address the key questions that face them in the execution of their duties.

Attendance is by invitation only and the delegates are primarily members of the boards and conducting persons of fund companies as well as key representatives from their service providers thus ensuring meaningful, high level discussions.