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

Jeremy Berchem

Group Partner*: Guernsey

T +44 (0)1481 755 601
E Email Jeremy

Fiona Chan

Partner: Hong Kong, Shanghai

T +852 2905 5760
E Email Fiona

James Gaudin

Managing Partner: Jersey

T +44 (0)1534 818 337
E Email James

Jacob MacAdam

Partner: Cayman Islands

T +1 345 814 2016
E Email Jacob

Malcolm Moller

Group Managing Partner: Mauritius, Seychelles, Shanghai

T +230 203 4301
E Email Malcolm

Stuart Tyler

Partner: Guernsey

T +44 (0)1481 755 606
E Email Stuart

Service Area Latest
6 Jun 2023 | News

''To dare and to care'' - The Mauritian National Budget 2023-2024

On 02 June 2023, the Minister of Finance, Economic Planning and Development (Minister of Finance) ta...

1 Jun 2023 | News

New CIMA rule and statement of guidance on reinsurance arrangements

CIMA published yesterday (31 May) a revised rule and guidance addressed to (re)insurers licensed by ...

1 Jun 2023 | News

Appleby counsel Katherine Garrood has been shortlisted in this year’s Citywealth Future Leaders Awards

Appleby counsel Katherine Garrood has been shortlisted in this year’s Citywealth Future Leaders Aw...

31 May 2023 | Deals

Appleby advises Pegasus Digital Mobility Acquisition Corp. on its entry into a business combination with the Schmid Group

Appleby is advising NYSE-listed Pegasus Digital Mobility Acquisition Corp. (“Pegasus”), a specia...

30 May 2023 | News

Appleby Platinum sponsor of the Fund Finance Association Global Leadership Summit

Appleby is proud to be a Platinum Sponsor of the Fund Finance Association Global Leadership Summit w...

29 May 2023 | News

Appleby welcomes back Eason Huang to further strengthen its Investment Funds practice in Asia

This appointment is the third high profile partner hire into the team in the past two years.

26 May 2023 | News

Appleby announces UNESCO Biosphere Isle of Man partnership

Appleby are delighted to announce that they are now a UNESCO Biosphere Isle of Man partner.

24 May 2023 | Deals

Appleby Bermuda advise Arbol on the launch of its collateralized insurer, Arbol Re Ltd.

Appleby advised Arbol, a technology-led underwriter of parametric risk transfer, climate and weather...

23 May 2023 | Deals

Appleby advises Black Spade Acquisition Co on its proposed merger with VinFast

This will be the largest US listing by a company from Vietnam.

22 May 2023 | News

New and updated CIMA published rules and statements of guidance

On 14 April 2023, a number of new and updated rules and statements of guidance (SOGs) were published...