Fund Setup

We are a “One – Stop Shop” services provider, handling all aspects of Investment Fund set up. Each Fund is tailored to meet individual client requirements, from the small Start – Up situation to large institutional funds. Our package includes:

  • Expert Advice of the Fund Structure
  • Incorporation of the Fund Company
  • Drafting of the Memorandum and Articles of Association
  • Preparation and Drafting of the Offering Memorandum
  • Drafting the Subscription and Redemption Forms
  • Drafting if any the Share Certificates for Investors
  • Legal Review of the Offering Memorandum
  • Application to the Financial Services Commission for Mutual Fund Recognition
  • Drafting on Investment Management and Advisory Agreements
  • Introduction if any to reputable Custodian Banks and Brokerage Houses
  • Introduction if any to Auditors
  • Providing if any Regulated Directors
  • Formation of the Dedicated Investment Management Company if any
  • Application to the Financial Services Commission for Investment Services License