Phundex

Setting up a Jersey Private Fund?  We've been working with a client who wanted a structured process to set up and coordinate the various parties for a n...

Setting up a new Jersey Private Fund involves several steps, but it also requires a range of stakeholders to coordinate across those steps. Managing that pr...

We address digital innovation in two parts. The first part discusses embracing digital innovation, and the second part focuses on overcoming reluctance to e...

Embracing digital innovation and overcoming reluctance can be challenging, especially when there is resistance to change or fear of the unknown. Here are so...

The tsunami of regulations developed over the past 20 years has made it increasingly challenging for regulated businesses to manage their compliance process...

Phundex is pleased to announce its third release for 2023, delivering functionality requested by clients earlier this year. Heather-Anne Hubbell, CEO of Ph...

Do you seem to spend hours dealing with NDAs?  Creating them, getting them signed, storing them in your files and then trying to remember where they are st...

One of our clients recently asked for some tips on what they could do on the Phundex platform.  We talked about simplifying the way they work and streamlini...

Depending on the regulatory regime under which you operate, you may need to meet with your regulator for several reasons.  It may be one of a series of regu...

We recently worked with a client who wanted to restructure the way they use Phundex.  They had created several Pathways using the Phundex Pathway Templates,...