Mondaq Offshore: Asset Management & Investment Funds Advice Centre

The Asset Management & Investment Funds MAC has been produced by leading experts in the sector, with extensive experience in representing international and domestic asset managers, investment fund promoters, insurers, banks, corporates, TPAs and custodians, prime brokers, government and supranational bodies.

We suggest you begin by reading the AIFM Overview document, which will direct you to the checklists and templates relevant to your needs.

Navigating MAC Content:

Content selection: The “Related Guides” tab, located at top right of your screen, is your navigation hub. Core topics break down into more detailed and specific topic areas.

Search results: After selection a collated list of results can be found in the main body of the MAC page.

Document types: Three are currently available for selection:

  • Practice guide

  • Checklist

  • Template precedents

Title selection: Click to view full content page and to print, email or forward on. Via the right hand column, navigate to “Other Guides” and where available, to relevant “Supporting Documents”.

Follow up actions: The bottom section of each page presents a number of actionable options for users:

  • Contact the author

  • Download template (precedents only)

  • Email firm

  • More from this firm

  • View website

  • Meet the experts

In addition to the key search and filtering functionality, the Asset Management and Investment Funds MAC offers a number of other useful services, including:

  • Related articles

  • Significant recent cases

  • Useful resources, including relevant associations and sector insight

  • Upcoming events

  • Sponsor details

Our Asset Management & Investment Funds Advice Centre Experts:
Dillon Eustace
Appleby
Something of a chill wind blew through the local lending community earlier this year when the Royal Court handed down its judgment in the case of Dégrèvement of the Immovable Property of Mrs Powell.
Norton Rose Fulbright Canada LLP
On 14 August 2019, the FCA published two protocols in relation to lessons learned reviews commissioned by the non-executive directors of the FCA following the appointments of John Swift QC
Ogier
Trustees are appointed to safeguard funds in a trust, and are duty-bound to act in the best interests of the beneficiaries. While most trustees will carry out their duties conscientiously, occasionally there is mismanagement.
Kramer Levin Naftalis & Frankel LLP
Analysts say the trend toward alternative is largely the result of relatively lower expectations for Wall Street investments, stocks and bonds.
Foley Hoag LLP
Investment advisers, hedge and private fund managers and U.S.-resident entities should review whether they have any filing obligations under Treasury International Capital ("TIC")
Other Canada Advice Centers
Competition and Antitrust
Competition and Antitrust
Mergers and Acquisitions
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Useful Resources
Funds service providers is the collective term used to describe the parties providing services to a fund/collective investment scheme.
Collective investment schemes are established for the purpose of investing the pooled funds of investors (held as units or shares) in assets in accordance with investment objectives and investment policies published in a prospectus.
The newest Financial Services publications by the team at Dillon Eustace.
Asset management comprises collective investment funds but also a wide variety of individually managed investment products. Asset management therefore plays a crucial role in facilitating the accumulation of personal savings, be it for major investments or for retirement.
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