Launch with Confidence: Transparent Fixed-Price FCA Authorisation Packages
At Fundsure, we simplify the path to FCA applications for authorisation for hedge fund managers serving professional clients, offering fixed-fee packages tailored to your needs. Whether you’re seeking to manage an Alternative Investment Fund (AIF) or require MiFID top-up permissions for advisory and arranging services, our all-inclusive packages deliver everything you need to launch and maintain compliance—without the uncertainty of hourly billing.
With over 35 years of regulatory expertise, Fundsure provides:
Comprehensive Support: Full FCA application assistance, including regulatory business plans and SMF approvals for Senior Managers.
Compliance Essentials: Tailored policies (AML/CTF, risk management, governance) to meet FCA standards.
Screening: Standard DBS and ID/KYC/AML checks for SMFs and controllers, ensuring SM&CR and MLR compliance.
Ongoing Training: Post-authorisation online training (£120/person/year for unlimited access to all our courses, including AML, Conduct Rules, and SM&CR) to keep your team FCA-compliant, available with our flexible retainer packages.
Fundsure offers transparent pricing with no hidden fees, designed for professional-client hedge funds. Choose from our Basic (£6,500), Standard (£9,000), or Premium (£12,000) packages to start your journey, with ongoing support to ensure long-term success. Explore our packages below and contact us to launch your fund with confidence. Get Started: Email support@fundsure.co.uk or call 020 7898 8522 for a free consultation.
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Target: Small hedge fund managers seeking AIF permission, serving professional clients.
Components:
Screening: Two Standard DBS checks and IDVT/KYC/AML checks.
FCA Support: Basic application review for AIF permission (Form A for two SMFs, high-level business plan review, AIFMD compliance).
Policies: Basic suite of compliance policies (e.g., AML/CTF, conflicts of interest).
Training: Access to the training suite for two SMFs post-authorisation, free for first year.
FCA Queries: One round of FCA query support. Additional FCA queries at £250/hour (capped at £750)
Payment Structure: £3,250 upfront, £3,250 on submission.
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Target: Hedge fund managers seeking AIF permission, serving professional clients.
Components:
Screening: Two Standard DBS checks and ID/KYC/AML checks.
FCA Support: Full FCA application support for AIF permission (regulatory business plan, financial projections, Form A submissions, AIFMD compliance).
Policies: Comprehensive suite of compliance policies (e.g., AML/CTF, risk management, governance).
Training: Access to the training suite for two SMFs post-authorisation, free for the first year.
FCA Queries: Three rounds of FCA query support. Additional FCA queries at £250/hour (capped at £1,000)
Payment Structure: £4,500 upfront, £2,250 on submission, £2,250 on approval.
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Target: Hedge fund or investment managers seeking AIF + MiFID top-up permissions (advisory/arranging), serving professional clients.
Components:
Screening: Two Standard DBS checks and ID/KYC/AML checks.
FCA Support: Comprehensive FCA application support for AIF + MiFID top-up permissions (regulatory business plan, financial projections, Form A submissions, MiFID II or UCITS compliance, e.g., COBS 9 suitability).
Policies: Enhanced suite of compliance policies (e.g., AML/CTF, risk management, COBS compliance, MiFID client categorisation).
Training: Access to the full training suite for two SMFs post-authorisation free for the first year.
FCA Queries: Four rounds of FCA query support. Additional FCA queries at £250/hour (capped at £1,250)
Additional: One post-launch compliance audit (AIFMD and MiFID II compliance).
Payment Structure: £6,000 upfront, £3,000 on submission, £3,000 on approval.
We have streamlined our internal processes to maximise efficiency with our application process. We use various tools and systems to enable a smooth, streamlined user experience for clients which enables us to be super efficient. This includes being able to offer all the associated services in-house, from screening to completion of applications and offering the ongoing training and support post-authorisation. Our objective is to make our clients so delighted with the service, they retain us as compliance consultants for years until they need to hire dedicated compliance employees.