Added Value Expertise
Lloyd Expert Consultancy Ltd can engage with the current 9 independent ACDs in the marketplace, if required, by the client.
From experience, we find that many clients decide early on that 6 to 7 ACDs are appropriate for engagement in order to find the best partnership and fund oversight.
To give some insight into who is currently operating within the market place and in NO particular order, we have listed the independent active suppliers.
Independent active suppliers
- Margetts
- Yealand
- IFSL Fund Services
- Valu Trac
- APEX
- Carne Group
- Tutman (in flight merger Evelyn)
- Waystone (Link Asset Servicing)
- Minerva
ACD Experts
In general terms, no one ACD is better than another, and it is really down to what the manager is looking for, which requires that a choice of the correct ACD be made.
Lloyd Experts have been advising clients for nearly a decade on the right and best selection for Authorised Corporate Director (ACD) services when starting up or running funds.
Working on the selection of an ACD as a new entrant to the fund industry, reassurance of the existing setup, a light touch verification, or if clients are open to and looking to switch we really are experts in this area.
Simplyifying the process
Currently (as of March 2025) 9 x external independent ACDs are in the marketplace. As a result, it can be difficult to understand and select the best ACD for any business.
Lloyd Experts simplify this process, giving management at both board and senior management a level of comfort and a detailed breakdown of why a list of shortlisted ACDs is suitable for the business.
A review of the Investment Management Agreement (IMA) and Sponsorship agreement is incredibly important to understand and negotiate. Lloyd Experts work with a dedicated lawyer who is well versed and excellent at explaining to clients the pitfalls of any agreement.
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For more information, please contact us so we can provide the right Lloyd Expert for you.
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