Created Date:
01 June 2017
Investment funds

A Guide to Retail Investment Funds in the BVI, Cayman Islands, Guernsey and Jersey (PLC Chapter)

Partners from our investment funds practice have drafted the BVI, Cayman Island, Guernsey and Jersey chapters of PLC's retail investment funds guide, providing a high level overview of our four jurisdictions.

Overview

  • Open-ended retail funds
  • Closed-ended retail funds
  • Regulatory overview
  • Marketing
  • Managers and operators
  • Assets portfolio
  • Legal fund vehicles
  • Investment and borrowing restrictions
  • Reporting requirements
  • Tax treatment

Please note that this briefing is intended to provide a very general overview of the matters to which it relates. It is not intended as legal advice and should not be relied on as such. © Carey Olsen 2023