Key dates
- Start date
- Mar 15, 2021
- Contract signature
- Mar 10, 2021
- Contract termination
- —
Documentation
- KYC
- Available
- DDQ
- Available
- B4Finance
- Approved
Relationship
- Type
- Delegated Portfolio Management
- Management company
- Northbridge Fund Services S.A.
- Swiss funds only
- No
Latest certifications
- Due Diligence
- ExecutedAug 14, 2025
- AML
- ExecutedAug 9, 2025
Description
Discretionary portfolio management mandate covering the Meridian Global Opportunities sleeve across three umbrella sub-funds.
Comments
ML
Marcus Lindqvist
Annual review confirms no change in beneficial ownership structure since last DDQ cycle.
annual-review
Recent activity
August 12, 2026
Updated B4Finance status
Elena Vasquez
Under ReviewApproved
August 5, 2026
Updated PEP Aurelio Santoro
Priya Nair
Risk:MediumHigh
Materiality:NoYes
July 30, 2026
Updated 3 fields
Marcus Lindqvist
KYC documentation status:RequestedAvailable
Business relationship type:Discretionary Portfolio ManagementDelegated Portfolio Management
Contract effective signature:—Mar 15, 2021
July 28, 2026
Changed roles on 2 funds
Marcus Lindqvist
Meridian Private Credit Fund II
Sub-AdvisorSub-Advisor, Risk Delegate
Meridian Global Opportunities Fund
Portfolio Manager, DistributorPortfolio Manager
July 14, 2026
Linked PEP Aurelio Santoro and Hélène Duforêt
Priya Nair
- Aurelio Santoro
- Hélène Duforêt