Turnkey Trading Partners provides industry professionals with turnkey compliance solutions. While our goal is to provide our clients with turnkey solutions – which ultimately saves them time and money- we also realize that every client is different. In order to determine what is best for your business, we first act as consultants – advising you on how to best move forward based on your specific needs. We currently offer services in all of the following areas*:
Registration Services
Broad Registration Questions, Series 3 Study Materials, Best Practice Consulting, Compliance Preparation
Compliance Outsourcing
General Procedures, Disclosure Documents, AML Audits, Branch Office Audits, Promotional Material Reviews, Mock Regulatory Examinations, Reconciliations, Research, General Consulting
Accounting
Financial Reporting, Performance Calculations, Certified Audits
Marketing & PR
Websites, Brand Development, Press Releases, Search Engine Optimization, Business Plan Assistance
Education
Series Three Study Materials, Ethics Training, Anti-Money Laundering Training
Legal
Litigation, Formation Documents, Liability Consulting, Business Planning, General Council
Portfolio Risk Management
Position Management, Portfolio Allocations, Fund of Fund Trade Management, Financial Statistics
*If you require an operational, technical, or regulatory service which is not listed above, please contact us directly to discuss your specific requirements further