« To Business PackagesPrivate Equity Finance Package

Introduction

Bourne Financial provides dedicated space, infrastructure, and services for Private Equity Finance companies tailored to help you quickly establish and grow your business. As a result, you will be able to:

• Pre-market funds and services to potential investors
• Establish funds in terms of administration and compliance
• Launch funds as soon as they have identified clients and investors

We will provide a largely bespoke package for Private Equity Finance companies but envisage that the components will be as follows:

• Accommodation

  • Bourne Financial provides Members with premium space, at Broadgate in the heart of the City, structured to fit the needs of start-up and small firms ñ all at competitive prices and on flexible terms. Services include:
    • High specification office space available for immediate occupation
    • Advanced office infrastructure specifically designed to support financial firms
    • A comprehensive range of office services
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• Compliance

  • A full range of compliance services is available to Members on a flexible fee basis through our on-site compliance partners.
    
    They will tailor specific services to each company and deal with compliance matters professionally and economically.

• Administration services

  • We have partners who can offer a full range of administration services to Private Equity Finance companies. These include several leading firms of administrators. Their services include:
    • Calculation of all capital calls
    • Issuance of all capital call letters to LPs
    • Collection and reconciliation of all subscription amounts
    • Preparation and issuance of LP reporting in agreed formats
    • Preparation and issuance of GP reporting in agreed formats
    • Preparation of annual accounts and management of audit process for funds and GP entities
    • Participation in settlement of investment transactions
    • Corporate goverance of legal entities, to include offshore entities where required

• Temporary Authorisation

  • We have arrangements in place with firms, who are FSA regulated, to provide compliance services for start-up and young Private Equity Finance companies.
    
    This will give them the ability to conduct their business on a temporary basis, pending their own regulation and registration. Companies will lose no time waiting for authorisation and regulation, and are able to start their business on becoming Members.

• Insurance Services

  • A prominent insurance broker can offer bespoke insurance services to Private Equity Finance companies that require them, including professional indemnity, on a flexible and comprehensive basis to suit the individual firm.

• Legal Arrangements

  • Bourne Financialís legal partner is a major legal partnership who specialise in regulation and compliance work. They cover areas from the initial registration through to complex compliance issues. We also have an agreement in place for them to act as legal auditors for investment companies.
    
    These are all areas that are essential for Private Equity Finance companies to address, and our close relationship with our partners enables the process to be as smooth as possible.

• Conclusion

  • Bourne Financial offers a unique package for Private Equity Finance operations wishing to establish themselves in a highly desirable City of London address, previously only accessible to the largest of companies.
    
    Everything required for running a successful Private Equity Finance business will be on hand ñ literally a one-stop shop.

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