Fund Finance Lawyers & Legal Solutions | Appleby

As the number of fund financing products increases and fund structures become more bespoke, our experienced team of fund finance lawyers are experts in advising banks, funds and finance providers in the development of sophisticated financing solutions. Whether lending requirements are in the tens of millions or billions, our fund finance lawyers in Bermuda, the British Virgin Islands, Cayman Islands, Guernsey, Hong Kong, Isle of Man, Jersey and Mauritius are perfectly placed to assist.

Fund Finance Lawyers

Appleby’s fund finance lawyers are globally recognised as leaders in the fund finance sector and have advised on a variety of different financing structures involving funds that have ranged from a hundred million to billions of dollars in subscribed investor commitments.

The team have unparalleled experience and expertise in developing deal structures enabling them to:

  • Focus very quickly on potential areas of concern
  • Negotiate effective solutions in an efficient and commercial manner; and
  • Facilitate the seamless closing of deals

Our Fund Finance Services

Further, our team of fund finance lawyers have also advised on hundreds of subscriptions, NAV, hybrid, ESG and asset-backed facilities across numerous structures including:

  • Multiple fund and collateral structures
  • Partnerships and corporate vehicles as borrowers and guarantors; and
  • Multi-currency facilities and multiple loan tranches with multiple levels of collateral

 

Offshore Fund Finance Laws and Regulations – the Appleby Perspective

Our fund finance lawyers have authored the jurisdictional chapters for Bermuda, the British Virgin Islands (BVI), the Cayman Islands, Guernsey, Jersey and Mauritius in the 2023 edition of Global Legal Group’s (GLG) Fund Finance guide.

The offshore fund finance chapters cover areas including types of investment fund structures available, security and collateral requirements, economic substance, regulation, licensing and registration in each of the jurisdictions listed above.

Our experts
  • All
  • Cayman Islands (5)
  • Guernsey (8)
  • Hong Kong (1)
  • Bermuda (2)
  • Jersey (1)
  • Mauritius (1)
  • Seychelles (1)
  • BVI (1)
More news
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23 Jun 2026

Important Cayman Islands Industry Advisory: Common Reporting Standard 2.0 and Economic Substance Updates

Further to the introduction of the Tax Information Authority (International Tax Compliance) (Common Reporting Standard) (Amendment) Regulations, 2025 (the CRS Amendment Regulations or CRS 2.0), the Cayman Islands Department for International Tax Cooperation (DITC) has issued an Industry Advisory flagging certain key updates in respect of Common Reporting Standard (CRS) and Economic Substance (ES) reporting in the Cayman Islands. Cayman Financial Institutions will be required file 2025 CRS Returns and Declarations by 31 July 2026, ahead of the online DITC Portal’s closure to facilitate its transition to XML Schema v3.0. ES courtesy reminders (which have historically been sent by email to designated Responsible Persons in advance of annual ES reporting deadlines) will no longer be issued such that Relevant Entities will need to independently track such deadlines themselves. Updated Individual and Entity CRS Self-Certification forms, aligned with CRS 2.0, are now available online via the DITC website.

GUE
19 Jun 2026

Briefing Note: CDD – Acceptance of Scanned PDFs of Wet Ink Certified Documents

The Guernsey Financial Services Commission (GFSC) has updated the Handbook on Countering Financial Crime (AML/CFT/CPF) (Handbook), introducing changes that affect how regulated businesses verify their clients’ identities and documents.

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17 Jun 2026

Changes of control: A recurring gap in fitness & propriety due diligence

Change of control transactions involving Isle of Man regulated entities continue to expose a recurring (and avoidable) risk.  Namely, a failure to carry out, and evidence, due diligence on incoming controllers.