Administração de Fundações em Maurícias
Administração profissional da sua fundação de Maurícias — governação do conselho, conformidade regulatória e gestão de ativos.
A administração de uma fundação de Maurícias requer uma atenção cuidadosa à governação, à conformidade regulatória e à gestão de ativos. O nosso serviço de administração de fundações assegura que a sua fundação é gerida em conformidade com o seu estatuto, com a Foundations Act e com todas as obrigações regulatórias aplicáveis.
What foundation administration includes
Secretarial services
Every Mauritius foundation must have a qualified secretary. We provide the secretary function, maintaining the foundation's statutory records, preparing and filing required documents with the Registrar and ensuring the foundation's compliance calendar is met at all times.
Council meetings and minutes
We prepare agendas for council meetings, attend or facilitate meetings, draft formal minutes recording decisions made and resolutions passed. All decisions are documented and retained on the foundation file.
Annual accounts
We prepare or co-ordinate the preparation of the foundation's annual accounts, reconciling the foundation's assets, income and distributions. These are presented to the council and retained on the foundation file in accordance with the Act.
Regulatory filings
Annual returns and any other required filings are prepared and submitted to the Registrar of Foundations and, where applicable, the FSC. Renewal of any licences or authorisations is managed proactively.
KYC maintenance
We maintain up-to-date KYC records for the founder, council members and beneficiaries, conducting periodic reviews and requesting updated documentation as required by AML/CFT regulations.
Distribution processing
Distributions to beneficiaries are processed in accordance with the foundation charter and council resolutions. We prepare distribution letters, maintain distribution records and ensure that each distribution is properly authorised and documented.
CRS and FATCA compliance
Where the foundation is a Reporting Financial Institution for CRS or FATCA purposes, we prepare and file the required annual reports with the Mauritius Revenue Authority in accordance with applicable regulations.
Annual administration cycle
Annual council meeting
We organise and facilitate the annual council meeting, at which the accounts are reviewed, key decisions recorded and any required resolutions passed.
Annual accounts preparation
Foundation accounts are prepared, reconciling all asset movements, income and distributions during the year.
Regulatory filings
Annual return filed with the Registrar. CRS/FATCA reports filed with the MRA where applicable. Any FSC renewals completed.
KYC review
Periodic review of KYC files for all parties. Updated documentation requested where required.
Reporting to founder
Annual summary report prepared for the founder covering the foundation's activities, asset position and any matters requiring attention during the coming year.
Information and documents for ongoing administration
- Foundation charter and regulations
- Register of founder, council members and beneficiaries
- Asset schedule — updated annually
- Bank statements and investment reports for the year
- Details of any distributions made or planned
- Updated KYC documents for any party whose circumstances have changed
- Any correspondence with the Registrar, FSC or tax authorities
Custos indicativos
| Item | Intervalo indicativo |
|---|---|
| Administração anual básica de fundação | USD 4.000 – 8.000 |
| Administração anual de fundação (complexa) | USD 8.000 – 20.000+ |
| Contabilidade anual da fundação | USD 1.500 – 4.000 |
| Conformidade CRS/FATCA (anual) | USD 500 – 1.500 |
Convocação e documentação de reuniões do conselho, preparação de atas e acompanhamento de ações do conselho.
Monitorização e gestão de todas as obrigações de conformidade FSC, incluindo reportes anuais e obrigações AML.
Supervisão de todos os ativos detidos pela fundação, coordenação com gestores de investimentos e manutenção de registos.
Processamento de pedidos de distribuição, comunicações com beneficiários e documentação de decisões do conselho.
Preparação de contas anuais da fundação e relatórios de atividades conforme exigido pelo estatuto e pelos regulamentos.