What Is An Investment Fund Manager?

What is the role of an Investment Fund Manager (IFM)

The role of an IFM is to ensure that investments within the portfolio are consistent with the objectives, risk profile and investment criteria set out in the offering documents of an investment fund.

As an IFM, registered in Alberta, Axcess Capital Advisors provides professional services to issuers and other registered firms, including due diligence, offering origination, fund administration, investment reporting, investor communications, and through its affiliate, Axcess Capital Managers, FundSERV registration.

Our team supports prospectus-exempt MICs, LPs, Private REITs, Mutual Fund Trusts and Mutual Fund Corporations from initial review of the business model through to active capital raising or in the case of a distressed fund, assistance with the wind-down process.

Axcess Capital Advisors understands the demands of running a prospectus-exempt fund and we provide issuers the services they need for operational success.

To provide additional support for private fund distribution, Axcess Advisors provides access to the IIROC Dealer Channel via Fundserv. At significant savings to an independent Fundserv contract, private funds can activate an Axcess Fundserv code and gain immediate access to IIROC-approved dealers and brokers.

The Fundserv network services the entire Canadian investment market, from major banks to asset management firms, providing efficient processing for investment-related financial transactions.

Contact An Axcess Capital Advisor Today

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