Support to Advisors

Structured Products

  • We provide analysis and recommendations for the appropriate sukuk, fund or other financial instrument structure.
  • We provide Sharia’a review, analysis and fatwa services relating to the sukuk transaction in hand.
  • We assist with the management of the documentation process.
  • Lead underwriter sourcing
  • Underlier/Relationship sourcing
  • Vendor negotiation
  • Transaction Structuring
  • Client Negotiation & Closing
  • Sukuk Deployment Plan
  • Sharia’a Monitoring of Sukuk Assets

Funds:

  • Structuring
  • Fund Establishment
    • Coordination of Legal Partners
    • Coordination of Accounting and Tax Experts
    • Cash Management
    • Strategy Definition
    • Property / Business Manager Engagement & Management
  • Reporting
    • Performance
      • Cash and Financial Statements
      • Investments
      • Strategy Monitoring and Oversight
      • NAV Calculation
    • Status Reports
      • Individual investment review
      • Oversight of special, notable events
  • In market manager sourcing
  • Investment sourcing
  • Structuring
  • Negotiation & Closing
  • Asset Management Plan
  • Implementation of Asset Management Plan
  • Monitoring of Managers and Assets
  • Reporting
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