Exciting news from our client, FundBase Group. They recently expanded their services to provide high-quality, cost-effective funds management support for the retail market, and now support both wholesale and retail fund managers.
About FundBase Group
FundBase Group is a full-service fund management platform providing the infrastructure fund managers need to launch, scale and operate investment funds. FundBase delivers integrated, technology-enabled support across fund structuring, licensing and compliance operations, investor onboarding and registry, fund administration, reporting and governance – fundbasegroup.com
InCorp Advisory’s Role
At InCorp Advisory (an Ascentium company), we’ve been proud to support FundBase Group and their clients from day one. That has meant being embedded as a trusted advisor across the full compliance and tax lifecycle—handling initial fund set-up, business registrations, compliance obligations, and providing hands-on tax technical advice to help navigate complex challenges. Rather than operating at arm’s length, we’ve worked alongside the FundBase team to deliver a united, end-to-end service experience to their clients.
Our relationship with FundBase Group has also grown to encompass their internal group of entities. Having seen the quality of work we delivered for their fund clients over the past few years, FundBase transitioned their internal entities across to us—a vote of confidence we don’t take lightly. Most recently, we’ve assisted with tax-effective internal corporate restructures.
In short:
when FundBase Group’s clients needed to get established, stay compliant, and solve difficult tax questions, we were in the room. And when FundBase themselves needed the same level of trusted expertise for their own entities, they turned to us too.
“Our record of supporting and earning the trust of both FundBase Group’s internal entities and clients through every stage of their fund journey has been incredibly rewarding,”
Being able to support them through compliance, advisory, and more recently a tax-effective corporate restructure reflects the kind of deep, long-term partnerships we strive to build.
Justyn Wong, Partner, Tax & Advisory, InCorp Advisory
“Over the past several years, we’ve provided extensive audit services across their client base and worked closely as a trusted financial services advisor. That continuity and depth of involvement has allowed us to understand their ecosystem and deliver confidence at every stage.”
Daniel Dalla, Co-Head and Partner, Audit & Assurance, InCorp Advisory
“InCorp has been an extension of our team from the beginning—practical, responsive, and technically strong. They’ve supported our clients through the compliance and tax matters, and they’ve helped us strengthen our internal structure as we’ve scaled”
Anna Nedbaylova & Richard Mulligan, Co-Founders, FundBase Group
Congratulations to the FundBase Group team on reaching this milestone. We look forward to continuing to support your growth.
James Walker
Founding Partner | Scalare PartnersWe're here to help
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