Funds

 

Our funds lawyers primarily assist with the establishment of investment funds of all kinds. We generally begin with strategic advice on structuring the fund, taking into account factors such as 
 

  • investor profile, including appetite for risk, need for liquidity and desired timeline for returns

  • the total target or expected fund value

  • target investment assets

  • tax effectiveness of various jurisdictions
     

Once an appropriate structure has been agreed, we start on the process and documentation required to establish the fund, from operating agreement to prospectus to member agreements.
 

We also advise on other matters relating to funds, including regulatory compliance, amendments to or closure of funds.
 

Our clients include both investors and funds managers.
 

In addition to commercial funds, we advise clients in the establishment of private funds. These can give high net worth families and individuals access to a wider range of investment opportunities, particularly at the cutting edge of new technologies.

 

Our Experience
 

Our funds lawyers have worked on a range of matters, including:
 

  • All aspects of setting up a fund, including structure, establishment, SFC compliance and opening accounts

  • Assisting a Family Office to set up a private registered fund

  • Advising a high-net-worth client on setting up a Limited Liability Partnership

  • Advising an investment house on the establishment of a Hong Kong domiciled investment fund