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CIS Manager · Fund Manager

Fund Manager (CIS Manager).

A Mauritius CIS Manager is authorised to carry out all activities required to manage a Collective Investment Scheme — administration, NAV calculation, distribution, accounting, investment advice in relation to the scheme and portfolio management. Required by every Fund unless it is structured as self-managed.

What this licence lets you do

  • Manage one or more Collective Investment Schemes (Mauritius, Cayman, BVI, etc.)
  • Provide all administrative services required by the scheme
  • Act as registrar & transfer agent for the fund
  • Distribute the securities of the scheme
  • Maintain the accounting records of the scheme
  • Give investment advice in relation to the scheme
  • Manage the portfolio of the scheme

Eligibility & substance

  • GBC company + FSC CIS Manager licence
  • Minimum stated unimpaired capital: MUR 1,000,000 (~USD 30,000)
  • At least 2 Mauritius-resident directors + 2 foreign directors from your side
  • Investment Advisory Committee with min. 2 experienced individuals (2–3 years+ in advisory)
  • Principal bank account, accounting records and audited accounts in Mauritius
  • Compulsory insurance against fraud, fraudulent instructions, data corruption and breach of professional duty
  • Quarterly unaudited accounts within 45 days; audited annual report within 90 days of year-end
  • Tax rate 15% with DTA benefits available; substance requirements apply

Cost breakdown — Fund Manager (USD)

Per the Premier Financial Services quote.

ItemYear 1 — GovernmentYear 1 — PremierYear 2+ — GovernmentYear 2+ — Premier
Formation fees (incl. bank account opening)1,5005,500
Annual fees (statutory + professional + admin + accounting + tax + secretarial + FATCA)4,95012,5004,95012,500
Total fees6,45018,0004,95012,500

Excluded: insurance cover, audit fees, AML/CFT independent auditor, rented office space, post-incorporation works (charged at agreed rates or time-basis).

Timeframe: approx. 2–3 months, subject to FSC queries being cleared.

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