Checklist: Is Your Fund Administrator The Right Fit?

Kaufman Rossin, one of the top CPA and advisory firms in the U.S., has guided businesses and their leaders for more than six decades. 600+ employees deliver traditional audit, tax, and accounting, plus business consulting, risk advisory and forensic advisory services. Affiliates offer wealth, insurance, and fund administration. We’ve earned many awards, but we’re most proud of our Best of Accounting®️ Award for superior client service for four years running, because it’s based on ratings from more than 1,000 of our clients.

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Fund managers need to focus on spotting opportunities, bringing in investors and growing their business, which is why it's important to have the right service providers.

United States Finance and Banking

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Fund managers need to focus on spotting opportunities, bringing in investors and growing their business, which is why it's important to have the right service providers.

The right fund administration services provider is a trusted partner and go-to resource, helping you keep your fund ahead of the curve on compliance, regulatory, administrative and other issues.

Use this checklist to help determine whether your current fund administrator is the right fit for your fund.

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The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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