Read the latest blog from Gemini President, Andrew Rogers, on AdvisorBiz.com...Fund Services Outlook: Create a Successful Mutual Fund.

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Request For Proposal

We're excited that you're interested in learning more about how Gemini can help your business. To request a proposal tailored to your business needs, please complete the following form.

Name:
Business Name:
CEO/President:
Key Contact:
Business Address:
City:
State:
Zip:
Business Phone:
Business Fax:
E-mail Address:
Website Address:

Are you interested in learning more about registered (40 Act mutual funds, variable annuities, etc.) funds or unregistered (hedge) funds?

Registered
Unregistered

BD Affiliation (if any):

Are you a Registered Investment Advisor (RIA)?: Yes
No

Please outline the key elements of your business plan on the lines below. (Some items to include: list of business entities, target markets, distribution, etc.)

Please list your one-, three- and five-year growth projections per entity:

Do you have an existing mutual fund(s)?

Yes
No

Are you interested in creating a registered mutual fund?

Yes
No

Do you have your own hedge fund(s)?

Yes
No

Who currently provides administration, accounting, transfer agent and shareholder services for your fund(s)?

How did you hear about Gemini?

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