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Mutual Fund Trusteeship

First Citizens provides trusteeship services to collective investment schemes that are required to be set up as a trust. As a third party provider of mutual fund trusteeship services, First Citizens has amassed several years’ experience and knowledge in providing trustee services to a wide range of mutual funds. As a Mutual Fund Sponsor, you can rely on quality advice on the establishment and operation of your Fund and make use of our back office services, such as the preparation of financial statements. We will also work with you in ensuring that your Fund meets its investment objectives and regulatory requirements.

First Citizens will assist in the successful operation of your mutual fund:


  • Regulatory filing
  • Accounting services
  • Custody services
  • Compliance monitoring
  • paper order
  • efirst
  • Point of Sale Terminal
  • Classic Credit Card “Shopping”