Service Mix & Delivery Options

EFA's specialised and independent business model allows us to:

  1. Arrange a service mix to suit your distinct needs. You can pick and choose from EFA's services according to your requirements.
  2. Accommodate your preferred delivery option:
  • Full service outsourcing - complete business process outsourcing for back-office and specified middle-office functions
  • Shared service – you can outsource non-core processes while maintaining control of the functions most important to you
  • Remote service - EFA can act as Transfer Agency application service provider (ASP) providing you with a bureau service so you can maintain complete in-house control of your business processes.
  • Bundled service - Fund Accounting, Middle Office, Transfer Agency.
  • Unbundled service - Pure Fund Accounting, Middle Office or Transfer Agency on a standalone basis.