Service Overview
Helm Services provides specialized support for the establishment and operation of investment vehicles such as funds, holding companies, and SPVs. We ensure your structures meet FSC licensing requirements, international tax standards, and investor reporting needs. Our services include Fund Setup & Licensing: Structuring and application support for Collective Investment Schemes (CIS), Closed-End Funds, and Expert Funds. Special Purpose Vehicles (SPVs): Incorporation and administration of entities used in private equity, real estate, infrastructure, and capital markets transactions. Fund Accounting: Calculation of Net Asset Values (NAV), investor reporting, and preparation of audited financial statements. Registrar & Transfer Agent (RTA) Services: Maintenance of investor registers, processing of subscriptions/redemptions, and investor communications. Governance & Board Support: Coordination of board meetings, preparation of board packs, and secretarial services for fund boards.
Benefits
- FSC licensing support
- Expert fund administration
- NAV calculations and reporting
- Investor relations management
- Board governance support
