Programme Outcomes Delivered:

• Target operating model defined for a new private markets investment entity

• Communication strategy and external announcement plan

• Stakeholder alignment on investment product structure and fee model

• Regulatory business plan, including financial and stress projections

• Full alternative investment fund manager regulatory application

• Fund deployment timeline and investment schedule

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Customer Value Delivered

• Defined a best-in-class operating model for a private markets investment solution

• Delivered programme milestones to plan, including efficiencies against original regulatory cost expectations

• Developed detailed financial models covering profitability, balance sheet, cash flow and stress scenarios

• Agreed asset deployment commitments and fee structures aligned to improved consumer outcomes

• Designed Day 1 organisation structure and supported key role appointments

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