VCC and fund services for professional advisers
Professional advisers can request introductions for clients considering a Singapore VCC, fund tax incentive, family office or fund administrator. This page sets out the service categories, the information needed for an introduction and the resources available to support an initial discussion.
What we can introduce
| Your client needs | Who we introduce | What they deliver |
|---|---|---|
| Fund formation and management — a VCC or Singapore LP with the appropriate management arrangement | MAS-licensed CMS fund managers | Incorporation and constitution, sub-fund set-up, Permissible Fund Manager appointment, hosted-platform launch where the client has no licence, ongoing management |
| A 13O, 13OA or 13U tax award | The same licensed managers, with the fund-services group for the application file | Track assessment (non-SFO vs SFO), application to MAS, projections of headcount and spending, annual condition monitoring |
| A single or multi-family office structure | Family-office specialists among the licensed managers | SFO or MFO route, the S$20 million floor and yearly conditions, capital deployment, private-banking onboarding |
| Fund administration, NAV, investor services, corporate secretarial, FATCA/CRS | An international fund-services group with a Singapore office | Onboarding, periodic NAV, registers and dealing, financial statements and audit support, regulatory filings |
| Re-domiciliation from Cayman or BVI, or a carry-vehicle restructuring | Licensed managers with migration experience | Inward transfer or new-vintage launch, 13U for the existing offshore vehicle, Singapore carry entity for the next fund |
How the referral works
- You send the brief. Use the form with “Professional adviser” selected: the client’s situation in a few lines — strategy or family, assets, investors, timing, what has already been decided. Anonymise if you prefer; the introduction can be made on a no-names basis first.
- We review the brief to identify the relevant provider category. The appointed specialists assess the structure, tax treatment, costs and implementation requirements within their own scope of engagement.
- The provider engages the client directly under its own terms. The referring adviser can retain a separate legal, tax or advisory scope agreed with the client.
- Submit the information needed to describe the matter. A general initial brief can avoid identifying details; the information required for an introduction can be agreed before it is shared.
Resources for an initial client discussion
- 13O/13U eligibility checker — which track, which scheme, which floor, and the gaps, in nine questions.
- VCC cost calculator and the family office cost calculator — setup and running costs, SFO versus MFO.
- Compare administration quotations by scope, fee basis, recurring charges and exclusions. Use the quote calculator with figures supplied by your provider.
- Carried interest calculator — Cayman, Hong Kong and Singapore-only, before and after YA 2027.
- Primary-source explainers: the two-track demarcation, the minimum-AUM floors, the capital deployment requirement, VCC requirements.
Use the cited sources and dates to assess the material’s relevance to the client. Confirm the applicable rules and assumptions with the appointed advisers before relying on an estimate or proceeding.
What we do not do
We do not draft documents, give legal or tax opinions, apply to MAS on a client’s behalf, hold client money or act as a fund manager or administrator. Those are the roles of the licensed providers we introduce and of you. We also do not name the providers on this site; the introduction is made by email once we understand the matter.
Submit an adviser brief
Select “Professional adviser” in the enquiry form and describe the proposed mandate, the decisions already taken and the expertise required.
Refer a client →Frequently asked questions
Do you charge advisers or clients for the introduction?
No. There is no fee to the adviser and no obligation on the client. The provider we introduce engages the client directly under its own terms; you keep the client relationship and your own scope of work.
Can I refer a client without naming them?
You can provide a general description of the strategy, assets, investor base and timing without identifying the client in the initial brief. Agree the information required before a provider introduction.
Who are the providers you introduce?
MAS-licensed CMS fund managers — including managers who launch client funds under their own licence on a hosted platform and family-office specialists — and an international fund-services group with a Singapore office for administration, NAV, corporate secretarial and reporting. We do not name them on the site; the introduction is made by email once we understand the matter.
What should the brief contain?
The client type (fund manager, family, EAM, investor), the assets involved and where they sit, the number and type of investors, the strategy, whether a tax award is sought, who will manage the fund, and the timeline. The tools on this site capture most of this and write a summary into the form.
Will anything about my client appear on the site?
An initial brief need not identify the client. Review the site’s privacy and referral disclosures, and agree what information should be shared before an introduction.