毛里求斯の財団は、財団法2012の下での法定義務を履行し、財団登記官および金融サービス委員会（FSC）との良好な関係を維持するために、積極的な専門的管理が必要です。適切な管理には、理事会議の管理、正確な財団記録の維持、年次財務諸表の作成、規制申告の完了、すべての関係者のKYCの継続的な管理が含まれます。
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
Indicative annual administration fees
| Item | Indicative range |
|---|---|
| Annual foundation secretarial and administration | USD 4,000 – 10,000 |
| Annual accounts preparation | USD 1,500 – 4,000 |
| CRS / FATCA filing | USD 500 – 1,500 |
| Distribution processing (per event) | USD 300 – 700 |
| Council meeting facilitation (per meeting) | USD 500 – 1,500 |