Business Development Services

AFP will work on our clients behalf to add their funds to the major broker dealer platforms and banks, managing and/or assisting on:

• Fee negotiations
• Sales agreements
• Operations Issues
• Introduction and promotion of product range to sales management
• Provide ongoing support as your key account representative in the Americas.
• Provide marketing material support and web/digital services

Sales Support Services

AFP will provide sales coverage throughout the Americas, via the broker-dealer and registered independent advisors (RIA) channels. Services include:

• Pre-marketing funds by contacting senior advisors and sales managers
• Schedule, participate and follow up on, introductory rollout
• Perform quarterly walk-throughs, keeping our clients and their products in front of the advisors we work with
• Schedule and participate in manager meetings two to three times a year
• Regularly distribute marketing material and provide internal sales support

Business Development & Sales Services

AFP will work on our clients’ behalf to introduce their funds to the offshore family office and registered independent advisors (RIA) networks within the Americas.
Services include:

• Comparative performance analysis & product positioning
• Focus on family offices in New York, Miami, and Brazil
• Contact target prospects distribute presentations and other fund literature
• Schedule and participate in manager meetings two to three times a year
• Follow up with all interested parties
• Ongoing client interaction and relationship management