You can read the infographic version of our guide here.
Ogier's top-tier Investment Funds team has specific expertise in institutional and professional investor funds.
We are best known for our expertise in the structuring and establishment of alternative investment funds, including private equity, real estate, infrastructure, venture capital, mezzanine, listed and hedge funds.
We work with some of the biggest and most well-established names in the investment management sector, as well as cutting edge start-ups.
Jersey as a funds domicile:
- Is a centre of excellence for investment funds with a skilled workforce and a proportionate regulatory regime
- Is outside the EU but enjoys access to EU investors via member states' National Private Placement Regimes
- Is tax neutral – it does not impose domestic tax on the investment fund or its investors
Five ways we can help you to establish your investment fund
- Advise on the structure and marketing of the fund appropriate to your needs from a corporate, legal and regulatory perspective
- Prepare any necessary applications to the Jersey regulator
- Prepare or review the fund's constitutional documents, subscription agreements, side letters, investment management and advisory agreements and offering documents
- Provide assistance in connection with the fund's establishment and closings, including preparation of board minutes
- Provide ongoing assistance with the operation of the fund, including marketing, drawdowns, distributions, subscriptions, redemptions and liquidation, and are able to advise on fund financing and downstream investing
Five things you need to know about Ogier
- Ogier has extensive experience advising in respect of complex structures - our knowledge of the Jersey legal and regulatory framework enables us to add value to our clients and onshore advisers
- Members of our team are actively involved with the drafting of Jersey laws and regulation in respect of fund formation
- We have a responsive, partner-led team of specialist lawyers and one of the largest investment funds, fund finance and transactions teams in Jersey
- We advise on BVI, Cayman Islands, Guernsey, Jersey and Luxembourg law through our global network of offices that cover all time zones - we are the only firm in the world to advise on all of these laws
- We regularly win awards for the quality of our client service, our work and our people, based on client feedback
The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.