Compliance & Risk

Copia Investment Partners holds an Australian Financial Services Licence (No. 229316) covering investment products and activities targeting both Institutional and Retail clients with Managed Discretionary Account (MDA) services.

Copia works closely with its compliance specialist Compliance and Risk Services (CRS), who has over 25 years market experience, to offer investment partners compliance and risk services in all asset classes. CRS have experience in dealing with standard trust structures, syndicates and joint venture partnership and also work with specialist funds such as long/short hedge funds, arbitrage funds and OTC schemes.

Copia is able to provide a full range of compliance support services enabling partners to concentrate on their strengths in running money for investors. Through long and established relationships with service providers, Copia is able to gain operational scale through shared services making them efficient and low cost for investment partners.

For more information on risk and compliance please contact us.