Four disciplines across the full arc of private capital.

From structuring the investment instrument itself, through capital introduction and governance, to oversight of the trading mandate — the FCMA engagement model is designed to cover each stage of the investor lifecycle under a single responsible practice.

01
Structuring

Wealth Structuring & Fixed-Return Products

We design and operate contractual fixed-return instruments held within FCMA SPV Ltd — a Special Purpose Vehicle established precisely for this purpose. Investors subscribe to participation notes carrying a pre-agreed coupon, over a pre-agreed term, with full terms expressed in a subscription agreement.

The SPV structure provides legal separation between investor capital and the trading entity that deploys it. This separation is not a marketing detail — it is the primary governance feature of the product, and it determines the rights of investors in every foreseeable scenario.

Where appropriate, we also advise on bespoke instruments that sit outside the standard SPV product — for example, jurisdiction-specific notes, currency-hedged variants, or tailored duration profiles.

  • Contractual fixed coupon
  • Ring-fenced SPV architecture
  • Defined subscription term
  • Documented redemption mechanics
  • Plain-language subscription agreement
  • Suitability-gated onboarding
  • Periodic investor reporting
  • Independent corporate administration
02
Capital

Investor Relations & Capital Introduction

Introducing capital into the FCMA mandate is handled as an advisory engagement, not a sales process. Every introduction begins with a conversation about the prospective investor’s objectives, liquidity requirements and suitability — before any discussion of subscription mechanics.

We operate a considered onboarding process aligned to Saint Lucia AML standards and the expectations of our banking counterparties. Documentation, source-of-funds review and KYC procedures are handled by a dedicated compliance function, not by an advisor incentivised to close.

Post-subscription, investors are served by a single relationship point who coordinates quarterly statements, coupon cycles, redemption enquiries and any governance communications from the SPV board.

  • Confidential suitability review
  • Discreet introduction to mandate
  • Full KYC & source-of-funds
  • AML aligned to Saint Lucia standards
  • Subscription documentation support
  • Dedicated relationship contact
  • Scheduled investor reporting
  • Redemption & maturity handling
03
Advisory

Corporate & Regulatory Advisory

FCMA Consultancy advises corporate clients and regulated counterparties on the structuring, governance and ongoing administration of SPV and investment vehicle arrangements — drawing directly on the architecture we operate for our own capital-raising activity.

Typical engagements include vehicle formation and constitutional drafting, board and sub-committee design, governance documentation, interaction with regulators and licensed entities, and the commercial and compliance workflow supporting a live issuance.

Our advisory work sits alongside — never in place of — appropriately qualified legal, tax and compliance counsel in the relevant jurisdiction. We act as the commercial and structuring lead, coordinating specialist advisers as required.

  • SPV formation & constitutional design
  • Cross-border structuring review
  • Governance & board design
  • Licensed-entity interaction
  • Compliance workflow mapping
  • Subscription documentation frameworks
  • Regulator correspondence support
  • Ongoing board secretariat
04
Trading

Trading Strategy & Asset Management

Capital raised through FCMA SPV Ltd is deployed via the VFX Wealth proprietary strategy, operated by the trading desk of Vortex FX Ltd. FCMA Consultancy provides the governance, oversight and investor-side reporting layer that sits between the SPV board and the trading entity.

This function includes performance monitoring against contractual obligations, periodic review of trading parameters against the SPV’s investment mandate, and preparation of the governance reporting that supports investor communication and board decisions.

The contractual fixed-return nature of the investor proposition means trading performance does not flow through directly to investor outcomes — investor returns are specified by the subscription agreement. Our oversight function ensures the trading activity remains consistent with the SPV’s ability to meet those contractual obligations.

  • Mandate-level performance monitoring
  • Contractual solvency review
  • Trading parameter oversight
  • Governance reporting pack
  • Board-level performance briefings
  • Risk & exposure commentary
  • Independent administrator liaison
  • Periodic strategy review cycle
Engagement note

Not every enquiry results in an engagement — and that is by design.

We are selective about the capital we accept and the corporate engagements we undertake. Where the fit is not right, we will say so candidly, and where we can suggest an alternative avenue we will do so. Our objective is a durable, transparent relationship — not a signed subscription.

Begin the conversation

Arrange a discreet, no-obligation consultation with our advisory team.

All enquiries are handled in confidence. Consultations are offered on an appropriate-investor basis and are subject to onboarding checks.