funds & investment
services
The offshore funds market has grown dramatically in recent years and Appleby’s funds lawyers are at the forefront of this development. Our Funds and Investment Services team advises clients on a wide range of services in relation to hedge funds, mutual funds, other collective investment schemes and a wide range of financial products.
Commercially astute, responsive and accessible.
Global Chambers & Partners 2011
Investment Funds
Appleby has a dedicated and responsive team of investment funds lawyers who are able to draw upon the skills of our capital markets, structured finance and insurance teams to provide advice on a full range of innovative investment products.
We regularly advise private and public listed companies, boutiques, prime brokers, investment management companies and investment advisers in relation to:
- Establishing investment vehicles in all of our offshore jurisdictions (Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Isle of Man, Jersey, Mauritius and the Seychelles), particularly for equity funds, bond funds, commodities and option funds, index funds, real property funds (closed ended), hedge funds, alternative investment funds, private equity funds and guaranteed funds
- Mergers and acquisitions and changes to the domicile of mutual funds
- Preparing and advising on disclosure and filing requirements
- Listings of investment funds on the Bermuda (BSX), the Cayman Islands (CSX) and the Channel Islands (CISX) Stock Exchanges
- Offerings by Bermuda, the Cayman Islands, Guernsey, Isle of Man, Jersey, Mauritius and Seychelles funds
- Preparing and negotiating contractual documentation
- Meeting the requirements of the Bermuda Investment Business Act 2003
- Optimal structure
- Workouts
- Repackaging investment products
Public Companies
Our Funds & Investment Services team acts for a number of Appleby’s public company clients and is well versed in:
- Securities law and practice relevant to the listing of special purpose vehicles on international stock exchanges and the Bermuda (BSX), the Cayman Islands (CSX) and the Channel Islands (CISX) Stock Exchanges
- Initial public offerings and debt or equity issues
- Structuring business combinations by tender offer, amalgamation or court-ordered scheme of arrangement
Partnerships
Our lawyers undertake the formation of limited and general partnerships, advising on:
- The preparation and negotiation of partnership documentation
- Administration requirements
In Jersey, through Appleby Trust, the group also offers fund administration services.
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