Unifying excellence in asset management
PAN Tribal Asset Management | Pan-Tribal Asset Management Business Operations
Pan-Tribal's management recognises the importance of focusing its efforts in areas where it has expertise - building and developing relationships within the wealth management industry.
Pan-Tribal Asset Management, managed funds, global equity fund, global equity investment, Colin Woods
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BUSINESS OPERATIONS

PAN-Tribal’s management recognises the importance of focusing its efforts in areas where it has expertise – building and developing relationships within the wealth management industry.

Business Operations Diagram [3]-01

While recognising that you can outsource operational functions but not responsibility, PAN-Tribal has identified organisations that are experts in their field, and have strong credentials in financial services.

Operational aspects have been outsourced as follows:

 

  • Responsible Entity – Equity Trustees
  • Custodian and administrator – State Street Australia Limited
  • Compliance – Certainty Compliance
  • Company auditor – Lindsay Iles
  • Fund auditor – Deloitte Touche Tohmatsu
  • Information technology – Wild Mouse
  • Legal – Henry William Lawyers
  • Marketing – IQ Marketing Services

PAN-Tribal…focused on unifying excellence across all aspects of its business.

 

The following information has been prepared by PAN-Tribal Asset Management for use by Sophisticated Investors / Wholesale Clients and Investment Professionals only. No account has been taken of the investment objectives, financial situation or particular needs of any particular person. Information is provided for general information purposes only and does not contain investment recommendations nor provide investment advice, nor is it intended to take the place of professional advice. Investors should not take action in reliance on information contained on this website.

 

Past performance information provided on this website is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of PAN-Tribal, its related bodies or associates, nor any other person, guarantees the repayment of capital or the performance of the Fund(s) or any particular returns from the Fund(s). No representation or warranty is made concerning the accuracy of any data contained on this website.

 

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