Launching Funds
StypersonPOPE does provide services to FSA-Authorised operators, but the information below is aimed at unauthorised companies who want to set up and run a fund.
For more than just a compliance perspective, you may find it useful to read our post on “Things to Consider When Launching a Fund“.
Whether it is a property fund, a contemporary art fund, a wine fund, or an unquoted equity fund, the underlying legal structure, regulatory requirements, and routes to market are all very similar. (EIS funds are a bit different.)
We offer advice to companies who are at an early stage of plannng a fund and looking for guidance on the best way to structure it and plan routes to market.
We also provide a fuller range of services which will take a fund from an initial idea through to a closed investment, including any or all of the following:
- Providing early-stage advice on regulatory options
- Briefing Board members on the compliance framework
- Carrying out commercial and market research
- Co-ordinating professional operators and solicitors
- Planning and overseeing the steps to market launch
- Drafting scheme documents
- Ensuring legal and operators’ approvals
- Arranging the handling of investors’ applications
For more information on these services, and a guide to the process of launching a fund as a collective investment scheme, please contact Simon Webber on sw@strategic-compliance.co.uk or 07710 260 717.
