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ACCOUNTING & INVESTMENT ADMINISTRATION SERVICES |
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WHY CHOOSE
WHITE OUTSOURCING? |
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·
True full service – our clients can
simply trade and WO will take care of everything else. This allows clients to be completely “hands
off” from an operational perspective and focus on their core expertise of
funds management. ·
Alternatively, our clients may have a
number of administrative staff and choose to perform some functions
internally. WO is flexible in
regard to the services provided and where the boundaries of responsibility
lie between WO and the client. ·
Industry
reputation and client base –
within the boutique funds management industry WO have a strong reputation as
a premium service provider. This has enabled WO to attract a range of very
successful boutique managers who have grown to become significant
clients. Our ongoing review of systems
and processes has enabled us to grow with these clients and continue to meet
their changing needs. WO’s client base demonstrates
established expertise in dealing with investment managers who operate trusts
as well as multiple mandates. ·
As a result of our experience with start up boutique fund managers, we are able to provide a great deal of advice, support and contacts
to new clients starting up. ·
WO’s shareholders
are actively involved across operational, client
relationship and marketing
activities,
and are therefore very aware of what is going on with clients, the business
and the industry as a whole, playing an active role in the success of WO and
our clients. Those involved with
marketing and tendering for new clients are fully aware of operational
processes and practices. WO does not
market services which cannot be performed. ·
WO’s management continually reassess core
systems used in the business and are
always on the look out for ways to improve efficiency and reduce risk.
Our current systems were each selected for their superior functionality in
each area of application. This
approach was adopted over choosing a single system with deficiencies in non
core areas. ·
Emphasis on
quality – we do not just rely on system output. Our systems and processes are largely based on a
Chartered Accounting mind set of “doer” and “reviewer”. We have a rigorous system of documentation
and review of all key processes performed. ·
WO’s flat hierarchy, proactive management and inclusive
approach ensures that there is no bureaucracy when dealing with our company. Decisions are made
efficiently and change effected quickly.
Ownership is taken of client matters with the goal to provide
resolution that exceeds client expectations. ·
Low staff turnover
and high quality team members. Each
staff member receives rigorous one on one training upon induction and quickly
take responsibility for a broad range of functions involved in servicing
clients eg accounting staff are responsible for
calculating the unit price, answering client queries, overseeing their fund’s
registry work and invoicing their own clients. It means that our staff are aware of how an early function impacts on the
overall process of calculating a unit price and has created a culture of hard
work and ownership from which our clients benefit. This is very different to
larger organisations whose staff may have
responsibility for a single function in a ten step process. ·
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Contact us: White
Outsourcing Pty Limited Level
7, T +61 2
8236 7701 | F +61 2 9221 1194 E mail@whiteoutsourcing.com.au If you are interested in our services, please submit a service request questionnaire, or contact us via the details listed above. |
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All rights reserved. No portion of this website may be reproduced, copied, or in any way
reused without written permission from White Outsourcing. Copyright © White Outsourcing. |
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