The execution of agreements kicks off a series of on-boarding activities that occur concurrently.
- ✓ Set up on OMS/EMS/Risk etc.
- ✓ Bloomberg as requested
- ✓ Internal team intranet site and groups
- ✓ Procure hardware
- ✓ Procure market data
- ✓ Required individual registration with NFA/CFTC and/or state regulators as required
- ✓ Bank accounts set up for the PM’s business
- ✓ AIGI sets up accounting for the PM’s business and prepares monthly management statements
- ✓ Team members set up with HR/payroll and benefits
- ✓ Office space or virtual office space at an AIGI location as requested