Axis Fund Services (BVI) Limited
-A bespoke solution for Start-up Managers in setting up their first mutual fund in one of the established financial services jurisdictions in the world, in the British Virgin Islands.
Axis Fund Services (BVI) Limited
-A bespoke solution for Start-up Managers in setting up their first mutual fund in one of the established financial services jurisdictions in the world, in the British Virgin Islands.
About Us
Axis Fund Services (BVI) Limited (“AFS”) is a BVI based Fund Administrator regulated by the British Virgin Islands’ Financial Services Commission; under license number SIBA/L/22/1152.
AFS will administer mutual funds for start-up managers, worldwide asset managers, wealth managers, financial institutions, high net worth clients and other interested investment professionals.
AFS Team has over 15 years of professional experience in Fund and Management Company incorporation, Fund Administration, Fund advisory, Fund accounting and audit.
To support the AFS’ business, AFS is registered in the British Virgin Islands (“BVI”) and holds a Fund Administrator License under the Category 6: Sub-category B – Administration of Investments (Mutual Funds) from the Commission in accordance with the Securities and Investment Business Act, 2010 (the “Act”).
Our People
JOEL DEMONTEVERDE
Managing Director
Joel is a Certified Public Accountant with more than 15 years of experience in the BVI Financial Services industry and was formerly a Director at Blenheim Fund Services (BVI) Limited. Joel is an approved person by the Commission. At Blenheim Fund Services (BVI) Limited, Joel has assumed responsibility for client and regulatory communications. In his position, Joel has experience of NAV calculations with Paxus, Series 4 , spreadsheet and other fund programs and worked with the full range of multi-strategy, hedge, derivative, property and other master, feeder, fund of funds and investment vehicles including quoted companies, obtaining stock exchange ISINs and GIIN’s.
JUAN HARAGUCHI
Director
Juan is a qualified business advisor with over 20 years of experience in the BVI corporate, banking, trust, and investment industries. He advises worldwide intermediaries such as law firms, CPAs, family offices in structuring vehicles for asset protection and estate planning.
Our Services
Axis Fund Services (BVI) Limited Offers lots of services, which are listed below.
- Fund Set-up – We specialize in incorporation of Mutual Funds and obtaining appropriate Fund license type based on clients need and specification. We also incorporate and obtain licenses for management companies and obtain appropriate SIBA (Securities and Investment Business Act, 2010) licenses.
- Fund NAV calculation – We offer fund administration services including but not limited NAV calculation, preparation and sending of NAV reports to shareholders, receiving communication from the regulator and act as transfer agent.
- Fund accounting – We also offer fund accounting services or any accounting related job for all of our clients. Preparation of Fund’s financial statements for regulatory reporting.
- Audit oversight
- Regulatory and board meeting tasks – includes preparing board materials and drafting minutes, and providing board book content recommendations
- Fund compliance issues and writing compliance programs
- General consulting services
Contact Us
Axis Fund Services (BVI) Limited
Trident Chambers
Wickhams Cay,
Road Town, Tortola
British Virgin Islands
email: info@axisbvi.com
Website: www.axisbvi.com
LinkedIn: Axis Fund Services BVI Limited