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Funds
Leverage our experience of establishing and administering alternative investment fund structures.
Overview
Services
Fund services
Fund administration
Fund accounting
AIFM services
Depositary services
Company secretarial services (CoSec)
Fund directorship services
Investor services
Fund SPVs
Treasury services
ESG reporting
Sectors
Private equity
Real estate
Venture capital
Listed funds
Private debt
Islamic Finance
Infrastructure
Corporate
We provide corporate and employee incentive services to thousands of clients around the world.
Overview
Services
Corporate services
Incorporation & establishment
Corporate administration services
Accounting, tax & reporting
Directors & substance services
Company secretarial services (CoSec)
Voluntary liquidation services
Treasury Services
Fund governance services
Employee incentive services
Employee incentive services
Employee benefit trusts (EBT)
Employee share plan administration
Capital Markets
We provide proactive SPV administration, corporate trust and agency services, throughout the lifecycle of capital markets transactions.
Overview
Services
SPV services
SPV administration
SPV accounting, reporting & tax
Trustee & agency services
Loan agency
Security trustee
Bond trustee
Paying agent
Escrow services
Listing services
Process agent
Sector expertise
Direct lending
Debt restructuring services
Aviation finance
Marine finance
Infrastructure & project finance
Securitisation
Collateral loan obligations (CLOs)
Captive solutions
Insurance linked securities (ILS)
Conflict review services
Private Client
We help you protect, preserve, and plan for your wealth, now and in the future.
Overview
Services
Entity formation & administration
Trust services
Private foundation services
Private fund formation
Private company services
Accounting & regulatory reporting
Treasury Services
Private client & family office services
Lifestyle & luxury assets
Succession planning
Philanthropic services
Contentious trusts & dispute resolution
Financial asset management
Sectors
Private client
Family office
Private capital
Regulatory, Compliance & Legal
We help manage your regulatory, compliance and legal obligations, providing you with certainty and peace of mind.
Overview
Services
Compliance services
Anti money laundering (AML)
Compliance monitoring
Regulatory reporting
Regulatory health checks
Data protection & GDPR services
Financial crime
Board evaluation services
Compliance consulting
The Gateway
Regulatory authorisation & hosting
Regulatory authorisation support
Regulatory hosting services
Training
Compliance & regulatory training
Legal services
Ocorian Law

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