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Fund Services

Welcome to 62C Funds Services holder of an Australian Financial Services License (AFSL) 548573 - where client service seamlessly intertwines with unparalleled expertise!

In the ever-evolving landscape of financial services and fund management, our team is adept at navigating the complexities of capital raising, fund establishment, and regulatory compliance with skill and commercial acumen.

Our team boasts a century’s amalgamation of experience from banking, corporate finance to retail funds management. At the forefront of our operation are Astrid Raetze and George Lucas, whose knowledge and dynamic leadership are instrumental in steering success.

Astrid brings a wealth of experience in financial services and fund structuring. George’s understanding of the financial landscapes from institutional banking to retail financial services across Australian, UK, USA and Southeast Asian creates a diverse set of capabilities making us unquie.

We are committed to delivering end-to-end financial services solutions tailored for your success. We craft strategies that are not only reflective of our vast expertise but are also tailored to meet the objectives of our clients. A partnership with 62C Funds Services will assist in optimizing, delivering, and growing your strategy into success in financial services.

A comprehensive approach to fund establishment including:

 

  • Advising on the correct structure for your fund;

  • Establishing the trustee or corporate entity;

  • Setting up ongoing processes and procedures to run the fund – including compliance, investment committees, due diligence,

  • Legal documents and compliance (provided by ABML Legal);

  • Investor relations and marketing materials (including a digital marketing strategy)

  • Governance and oversight

  • Risk management framework

  • Corporate authorisation under 62C’s AFSL – become a corporate authorised representative and 62C will take care of the compliance requirements.

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