Funds & Collective Investment Schemes
Funds and collective investment schemes continue to be popular investment products for investors, and have proved a successful medium for raising and collecting assets for investment firms.
We have considerable experience advising on the establishment, management, and placement of funds and collective investment schemes.
In addition to their traditional use of offering investors access to a specific investment strategy, funds are becoming increasingly popular structures for use as family-office vehicles or by private individuals looking for alternative structures from standard offshore companies and trusts.
When structuring a fund, consideration should be given to the type of fund (e.g. professional vs retail), location of investors, the underlying portfolio, domicile, service providers, constitution documents, offering document, marketing material, placement and distribution, and cross-border passporting