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Majestic Fund Solutions serves as a facilitator for various intermediaries wishing to manage an investment fund. Since the launch and day-to-day operations of a fund is particularly burdensome, many brokers, investment advisors, investment firms, financial planners, or traders do not move forward with their objective of launching and/or managing a fund. In fact, the high barriers to entry in the world of private investment funds is an important constraint for various intermediaries. Now, the good news is that we offer a turn-key solution.

I’m completing this questionnaire for:

INVESTMENT FIRM REGISTERED IN CANADA

1. Is the firm currently registered under IIROC?
2. Is the firm currently registered under a provincial regulatory organization (eg. OSC, AMF, BSCS, ASC, etc)?
Please specify in which category the firm is registered:
3. Is the firm currently managing money for investors?
What is the firm’s estimated AuM?
4. Would a Fund offered through FundServ help the firm raise more assets?
5. What type of strategy would the firm be looking to offer investors?
Please specify
6. What is the length of your real-time track record?
7. Has your real-time track record ever been audited?
8. How many assets would be available for seeding the Fund on day 1?
9. How many assets would the firm expect to manage by the end of year 1?
10. What’s the main reason why the firm doesn’t currently manage an investment fund?
Please specify

Please provide us with your contact info and we’ll get back to you within two business days.

Name:
Email:
Firm (optional):
Phone number (optional):

INVESTMENT PROFESSIONNAL REGISTERED IN CANADA

1. I’m registered under:
Please specify
2. I’m registered as a:
Please specify
3. I’m conducting investment activities in the following province(s):
Please specify
4. Are you currently managing money for investors?
What is your estimated asset base?
5. Would a Fund offered through FundServ help you raise more assets?
6. What type of strategy would you like to offer investors?
Please specify
7. What is the length of your real-time track record?
8. Has your real-time track record ever been audited?
9. How many assets would be available for seeding the Fund on day 1?
10. How many assets would you expect to manage by the end of year 1?
11. What’s the main reason why you don’t currently manage an investment fund?
Please specify

Please provide us with your contact info and we’ll get back to you within two business days.

Name:
Email:
Firm (optional):
Phone number (optional):

INVESTMENT FIRM REGISTERED IN A FOREIGN COUNTRY

1. Is the firm currently registered under a regulatory organization or agency?
Please specify which organization or agency regulates the firm
2. Is the firm registered with any Canadian regulatory authorities?
Please specify
3. Is the firm currently managing money for investors?
What is the firm’s estimated AuM?
4. Would a Fund offered through FundServ help the firm raise more assets?
5. What type of strategy would the firm be looking to offer investors?
Please specify
6. What is the length of your real-time track record?
7. Has your real-time track record ever been audited?
8. How many assets would be available for seeding the Fund on day 1?
9. How many assets would you expect to manage by the end of year 1?
10. What’s the main reason why the firm doesn’t currently manage a Canadian investment fund?
Please specify

Please provide us with your contact info and we’ll get back to you within two business days.

Name:
Email:
Firm (optional):
Phone number (optional):

INVESTMENT PROFESSIONNAL REGISTERED IN A FOREIGN COUNTRY

1. Are you registered with a regulatory authority outside of Canada?
Please specify
2. Are you currently registered with a Canadian regulatory authority (eg. IIROC, OSC, AMF)?
Please specify
3. I would like to conduct investment activities in the following province(s):
Please specify
4. Are you currently managing money for investors?
What is your estimated asset base?
5. Would a Fund offered through FundServ help you raise more assets?
6. What type of strategy would you like to offer investors?
Please specify
7. What is the length of your real-time track record?
8. Has your real-time track record ever been audited?
9. How many assets would be available for seeding the Fund on day 1?
10. How many assets would you expect to manage by the end of year 1?
11. What’s the main reason why you are not currently managing an investment fund?
Please specify

Please provide us with your contact info and we’ll get back to you within two business days.

Name:
Email:
Firm (optional):
Phone number (optional):