RESOURCES / TOOLS

2. CP86 Tools

1. Materials Contracts Template Bundle

2. Designated Person of Appointment Template Bundle

3. Complete CP86 Toolkit Bundle

4. Template Letter of Appointment for Designated Person – Regulatory Compliance

5. Template Letter of Appointment for Designated Person – Operational Risk

6. Template Letter of Appointment for Designated Person – Investment Management

7. Template Letter of Appointment for Directors

8. Policies and Procedures for AIFM – Framework

9. Policies and Procedures for UCITS Management Company – Framework

10. Template Investment Fund Mandate

11. Organisational Effectiveness Role Profile

12. Template Amendment to Distribution Agreement

13. Template Amendment to Fund Administration Agreement

14. Template Amendment to Investment Management Agreement

15. Template Amendment to Management Agreement

16. Template Annual Activity Checklist

17. Template Letter of Appointment for Designated Person – Capital & Financial

18. Template Letter of Appointment for Designated Person – Distribution

19. Template Letter of Appointment for Designated Person – Fund Risk Management