The Access Infrastructure

The Company & Its Governance

Access Technologies Opco (Access Wealth) is incorporated in the DIFC (Dubai International Financial Centre) and regulated by the DFSA (Dubai Financial Services Authority). Adopting policies in line with the DFSA Regulatory framework helps us meet international standards relating to market integrity, transparency and consumer protection. This means you can trust that we operate fairly, follow strict compliance rules, and are held to a high level of accountability. The following entities / structures enable us to achieve this goal:

Primo Advisors serve as our compliance advisors, ensuring that we follow necessary steps to adhere to the DFSA Regulations.

Crowe UAE conducts internal audits, focusing on risk management, control systems, and regulatory compliance. Their audits help us identify weaknesses in our operations and finances, offering suggestions for improvements.

Grant Thornton provides an external audit, verifying the accuracy and orderliness of our financial statements to maintain transparency.

Alternative Investments

To enhance your investment experience, we’ve signed a management agreement with Access Wealth Technologies SPC in the Cayman Islands. This segregated portfolio company (SPC) operates individual portfolios (Segregated Portfolios) for each  alternative opportunity managed by Access. The SPC has engaged top-tier service providers for institutional-grade governance of the vehicles through which investors deploy their capital.

Walkers our fund counsel helps in creating, registering & administrating the SPCs and individual SPs, while ensuring all activities are in compliance with CIMA (Cayman Island Monetary Authority) regulations.

The fund has appointed independent Directors from Paradigm, providing independent governance and compliance under the purview of the Cayman Monetary Authority.

Investment Process

01

Your funds are held with Fund Bank in the Cayman Islands pending deployment into the underlying investment opportunities in line with the fund's mandate as supervised by the investment manager.

02

NAV Consulting ensures seamless handling of subscriptions, redemptions, and compliance, while managing fund accounting and providing clear performance statements.

03

To verify accuracy, RSM conducts yearly financial audits, confirming NAV Consulting's accounts.

Public Markets

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Partnership with

To provide seamless access to public markets, Access has set up an advisory account with Interactive Brokers (IBKR). When you sign up, Access automatically creates a child account in your name under its master account, using the KYC information you provide.

This account offers:

• A high-yield cash account
• Direct access to U.S. equities

Access has also  partnered with Vanguard to offer model portfolios that provide diversified and managed global stock and bond market exposure. These portfolios are designed to balance risk and returns according to individual preferences, allowing investors to automate a portion of their wealth.

The account is self-directed. Your funds and investments are custodied with IBKR and its partner institutions. To get a deeper insight into IBKR’s corporate governance, click here.