Mondaq Offshore: Asset Management and 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 and Investment Funds Advice Centre Experts:
Dillon Eustace
Shearman & Sterling LLP
The Securities and Exchange Commission (the SEC) has proposed rules that would modernize the "fund of funds" rules. The rules would replace a patchwork of exemptive rules and orders,
Ogier
This Q&A sets out an overview of substance legislation across our jurisdictions, with particular relevance to questions about how the law came about, the scope of the law, the definitions attached to the tests involved, and sanctions for non-compliance.
Duff and Phelps
Each Commodity Pool Operator (CPO) Member must develop a framework and implement an internal controls system that deters errors and fraudulent activity by employees, management, and third parties in order to safeguard customer funds.
McMillan LLP
In aggregate with their holdings of alternative mutual funds and non-redeemable investment funds.
GuernseyFinance
The Guernsey-based international Stock Exchange has secured its first listing of a UK trading company.
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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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