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Our investment funds practice is broad based, covering both FCA authorised funds as well as unregulated funds such as property and private funds. We also have particular experience in certain niche type funds including charity funds, investment funds created under particular statutes and private investment vehicles.

Our business is built on relationships. Many asset managers see us as their trusted go-to adviser on investment fund matters. However, we equally enjoy adapting our knowledge and expertise to assist new clients.

We keep our clients updated on changes to the regulatory regime that may affect investment funds with regular updates and seminars.

FCA authorised funds

We have a particular focus and expertise in the FCA authorised funds sector. We frequently advise clients on the different types of UK authorised fund structures including authorised unit trusts, open-ended investment companies (OEICs) and authorised contractual schemes. We advise across the full spectrum of regulatory types of authorised funds including, UCITS, NURS, QIS, MMF and CAIF types.  

We advise on all aspects of regulated funds from establishment (including preparation of all relevant fund documentation and liaising with the FCA) to implementing changes to authorised funds. We have assisted with the establishment of master feeder structures and we have worked on many fund mergers, both domestic and cross border, as well as on fund terminations and wind-ups.     

We act as the standing legal adviser to many authorised fund managers.  

Alternative investment funds

We frequently act for the managers and promoters of funds that are not FCA authorised funds covering hedge, property, venture capital and private equity (including EIS and SEIS) funds. We have particular experience acting in relation to funds targeting tax exempt investors including charity funds.     

We advise on the full life cycle for such, from initial structuring to the establishment of the management or advisory entity, the formation of the fund vehicle, first and subsequent closings, fund deployment and winding up. We advise on both onshore and offshore structuring, management and advisory agreements and the preparation of investor documentation including investment memorandums, limited partnership agreements, subscription documents and side letters, as well as depositary and administration agreements.

Finally, we regularly work with our corporate and commercial property teams on transactions for private equity/venture capital and property funds respectively.

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