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.

More news

Appleby-Website-Insurance-and-Reinsurance

1 Jul 2026

The long game: how Bermuda became the world’s life reinsurance capital

Ask a life insurer in New York, London or Tokyo where the liabilities behind their book ultimately sit and there is an increasingly good chance the answer is a 21-square-mile island in the North Atlantic.

Brad Adderley, Max Tetlow

1 Jul 2026

Record H1’26 Cat Bond Issuance Driven by Rising Sponsor Comfort and Diversified Risk

With H1 2026 officially breaking the record for the most catastrophe bond deals to come to market and settle in the first six months of the year, a key trend driving this momentum is how comfortable sponsors have become with the mechanics of the overall cat bond space. This familiarity has ultimately encouraged a wave of new sponsors to enter the market, according to Brad Adderley, Managing Partner at law firm Appleby.

Brad Adderley

1 Jul 2026 | Deals

Appleby Advises Investment Vehicles Managed or Advised by Sixth Street on Acquisition of Majority Stake in Monument Re

Brad Adderley, Cathryn Minors, Anna Markiewicz, Jane Walker, Aleisha Hollis

30 Jun 2026

The Global - 2026 Q2 Review

The Global sees us share updates and insights from across our network of international offices on the latest legislative news, trends or developments impacting the corporate sector.

Jerome Wilson, George McCallum, Karim Creary, Andrew Jowett, Patrick Gill

25 Jun 2026

CIMA Enforcement Action in Focus: Reminders and Recommendations

The Cayman Islands Monetary Authority (CIMA) has recently published a number of Enforcement Notices that provide helpful context for regulated entities, including Licensees and Registered Persons under the Securities Investment Business Act (Revised) (SIBA), seeking to understand and meet their ongoing regulatory obligations in the Cayman Islands. In early June 2026, CIMA exercised its enforcement powers under SIBA Section 17 to cancel the registrations of several SIBA Registered Persons on the basis that it had reasonable grounds to believe that such Registered Persons had failed to meet certain key regulatory obligations. The Appleby Team takes this opportunity to review the relevant findings and CIMA enforcement action; and to highlight certain key obligations that attach to regulated entities in the Cayman Islands.

Simon Raftopoulos, Martin Byers, Maree Martin, Menelik Miller, Miriam Smyth

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.

Martin Byers, Maree Martin, Miriam Smyth, Menelik Miller

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.

Lisa Upham