Our Services

PricewaterhouseCoopers provides a full range of industry-focused services for both large organisations and independent advisors entering the investment fund business.

See below for this list of services we can provide for you, whatever the size of your organisation:

Audit
Our audit approach is tailored to suit the size and nature of your organisation and draws upon our extensive industry knowledge. In addition to the independent audit we offer advisory services in the areas of financial reporting, corporate governance, regulatory compliance, independent controls and risk assessment.

Tax and Legal
Our Tax and Legal Services formulates effective strategies for optimising taxes, implementing innovative tax planning and effectively maintaining compliance.

In recognition of the international tax issues to be considered in structuring funds, our specialised tax team works extensively with our global investment management teams on an ongoing basis.

Regulatory Services
We have developed a team of Irish financial services regulatory specialists covering investment management, funds, banking and insurance. This team offers regulatory advice and assurance services to:

• new entrants
• regulated companies
• public interest companies
• other financial institutions

Global Fund Distribution Services
PwC has an integrated global network of local experts coordinated by a dedicated central team supporting all aspects of your cross-border fund distribution strategy.

Designing, implementing and maintaining a multi-jurisdictional distribution strategy involves a unique set of challenges. PwC can help with these challenges. We understand the interconnected processes and specific local and international resources required for a cross-border strategy to be sustainable. More than 10 years ago, PwC pioneered a revolutionary and unique service supporting fund promoters to develop, implement and maintain cross-border distribution strategies. Today, through our unique Global Fund Distribution (GFD) service, PwC remains the market leader of solutions for cross-border fund distribution. Our service includes:

• Market Strategy
• Market Entry
• Market Reporting
• ETF Listing
• Market Publication
• Market Intelligence Monitor
• Distributor Analysis
• Distribution Model Optimisation

Advisory Services
PwC also provides a full range of business advisory services for both large organisations and independent advisors entering the investment fund business. Our business advisory services team has assisted clients in making strategic assessments of the investment business, preparing business plans and economic analyses as well as advising on the structure of both the investment advisor and the underlying fund. Furthermore the team can advise on systems and operational needs, identifying and selecting outside vendors and preparation of full documentation of policies and procedures.