We have recently completed the migration of service provider for two UCITS funds, demonstrating our team’s dedication and expertise. This journey has highlighted two key factors that can make all the difference to the process.
Factor 1: Patience and a skilled coordinator:
UCITS migrations often take longer than expected. It’s like conducting an orchestra; you need an experienced “conductor” to harmonise the moving parts. This leader should understand regulatory nuances and adapt quickly to unforeseen challenges.
Factor 2: Stay engaged with service provider:
To ensure a seamless UCITS migration, maintain ongoing engagement with your service provider until an effective migration is achieved. This open channel of communication will minimise disruption and help you navigate regulatory changes smoothly.
UCITS migration can be complex, but with the right coordination and consistent engagement with service providers, success is feasible. If you are facing UCITS migration challenges or need expert guidance, contact us. Together, we can orchestrate a migration that meets your regulatory requirements and business objectives.