Access To Europe.

Who We Are

We provide high-touch regulatory and operational support when accessing Europe from within or abroad. Our services work best for high-end fund managers and financial institutions worldwide in need of result oriented regulatory advice and efficient operational solutions.

What We Do

Our expertise lies in the European regulation surrounding the offer of financial services and products in Europe. That is the marketing authorisation of UCITS, AIFs as well as ELTIFs and the offer of financial services under MiFID crossborder in Europe. Over time, we have established ourselves as the go-to shop for all the investment firms and fund managers interested in either establishing a presence or deepen their roots in Europe.

We have decades of experience in the following areas

Investment Funds
European Distribution

  • European marketing passport
  • AIFs
  • Marketing authorisation in Europe of non-EU AIF under national private placement regimes
  • Fund marketing authorisation in the UK
  • UK & European Facilities Agent Services
  • Access to Global Network of Independent Capital Raisers

Establishment of Regulated
Investment Funds in Europe

  • Identification of European domiciles and structures for fund establishment projects
  • Access to third party management companies and white-label fund platforms across Europe
  • Support in the fund establishment phase from third parties selection to fund launch
  • Ongoing strategic advisory to board of directors

Investment Services

  • Identifying and selecting white-label solutions for:
  • UK appointed representative services
  • European MiFID tied-agent services
  • Assistance with establishment of MiFID entities in EU domiciles
  • Identification of European domiciles for MiFID entities establishment
  • Analysis and comparison of European local regimes
  • Initiating and maintaining dialogue with local regulatory authorities

EU Rules

  • Digital repository of EU rules on distribution of investment funds and services across Europe
  • Preparation of bespoke sales and compliance manuals on EU regulation
  • Sales and business development teams training
  • Ongoing and ad-hoc support on EU rules


  • Preparation of PRIIPs documents for
  • UCITS,
  • retail AIFs and
  • ELTIFs
  • PRIIPS KID/EPT cost & performance scenario calculations including SRI, MRM & CRM


  • Assistance with developing ESG Identity
  • Principles of Responsible Investing
  • SFDR Disclosures

How We Do It

We adopt a business partners approach and operate as part of clients existing teams. We offer exceptional quality services at a fraction of the cost of engaging any law firm, major consulting firm or even hiring dedicated internal resources.

Sound knowledge of European rules, unparalleled expertise in cross-border matters and preferential access to a worldwide network of service providers weave together to offer a tailor-made access to Europe for our clients’ financial services and products.