The execution of agreements kicks off a series of on-boarding activities that occur concurrently.

 

Technology

  •     ✓   Set up on OMS/EMS/Risk etc.
  •     ✓   Bloomberg as requested
  •     ✓   Internal team intranet site and groups
  •     ✓   Procure hardware
  •     ✓   Procure market data

 

Regulatory

  •     ✓   Required individual registration with NFA/CFTC and/or state regulators as required

 

Financial

  •     ✓   Bank accounts set up for the PM’s business
  •     ✓   AIGI sets up accounting for the PM’s business and prepares monthly management statements

 

HR/Benefits

  •     ✓   Team members set up with HR/payroll and benefits

 

Facilities

  •     ✓   Office space or virtual office space at an AIGI location as requested