FAQ
Frequently Attached Questions
What types of funds can access distribution through Robson?
Robson supports private funds and alternative investment strategies seeking access to the CIRO dealer channel through Fundserv connectivity.
How long does the onboarding process take?
Timelines vary depending on fund structure, documentation readiness, and dealer requirements, but Robson works closely with clients to coordinate an efficient and streamlined onboarding process.
What is required to begin onboarding?
Clients provide core fund documentation, operational details, and compliance information needed to support dealer review and Fundserv setup. Robson guides clients through each step to ensure completeness and efficiency.
Do you provide additional operational or distribution support?
Our core model focuses on efficient dealer-channel access. Additional operational or support services can be coordinated based on client needs.
Glossary
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“Compliance Built for Growth”
Jeff Shaul, Chief Executive Officer
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