The Fund Governance Portal is a free service for Citi’s clients and is available on a secure, password-protected site that is accessible 24/7 from any web-enabled computer.
It is created in response to clients who sought easier access to fund information and data for their boards of directors, legal personnel, compliance officers, and other associates with fund administration responsibilities.
It has key features such as Fund Fact Database – for need-to-know factoids at a glance, such as date of incorporation, board member contact information, Headline News Update – current information and links to evolving laws, regulations and industry positions, File Exchange Site – a drop-off and pick-up site for secure file-sharing of mega-sized documents and Fund File Repository – an online filing cabinet to house charters, by-laws, minutes, board books, and other core documentation needed on a daily basis.
It also works as direct linkage to the SEC website for client specific information and filings.
Bruce Treff, Managing Director of Regulatory Administration and Compliance Services for Citi’s North America Fund Services group, said: “We are pleased to be able to offer this service to our clients and have ensured that it is secure, having completed a full vulnerability assessment prior to its launch.”
