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Investment Trusts

Looking After Your Investments

Phoenix Fund Services provides investment trust services directly to investment trust companies and also to independent Investment Managers and other service providers.  These services include: Fund Accounting, Company Secretarial, Trade Processing, Fund Administration, and Compliance Services (including providing fiduciary oversight as AIFM or providing AIFM Support Services).  Phoenix is able to provide these services as a package or on a standalone basis depending on the needs of each client.