The Financial Writing Company

Information Memorandums for Trusts / MIS

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Information Memorandums for Trusts / MIS

We created our first information memorandum in 2008, and our passion for what we do has only grown since then. Every new client and their business ambitions inspire us as much today as they did when we started.

Over the years, we’ve built decades of best-practice expertise that we’re eager to share with you. Our approach strikes the ideal balance between compliance and creativity. We excel in regulatory compliance while bringing equal strength to sales and marketing, delivering professional, visually appealing documents that stand out.

  • Information memorandums for trusts / Managed Investment Schemes 
    • All types of trusts
    • All industries
    • AFSL solutions
    • Legal support

Information Memorandum Turnkey Service – We use best practice methodology to make the process of completing an information memorandum for capital raising as seamless and easy for clients as possible. After an initial scoping phone call, we propose a fixed fee to complete the information memorandum.

Our Process:

  1. Online Interview/RFI
    We conduct a one-hour online interview with the client, during which we gather the necessary information through a structured series of questions. After this we provide the client with an RFI to guide in the information we require.

  2. Draft Information Memorandum
    Using the information collected, we prepare a draft information memorandum and share it with the client for review and feedback.

  3. Final Information Memorandum
    After incorporating client feedback, we deliver the final version of the information memorandum.

The client simply attends the online interview (1 hour), completes the RFI to provide follow-up information post-interview,  and provides feedback on the draft information memorandum.

Fixed Fee – All our information memorandums come with a fixed fee. No surprises.

Get in Touch – for a no-obligation discussion about your information memorandum. Phone us / use our Calendly Link (top of page) or Contact form (bottom of this page). 

Testimonials

IM in a box.

Leverage our 20+ years of experience to write your own information memorandum. Provides an IM template, instructions, tips and hints, and an online support option. Produce your own compelling IM.

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