Investment Funds


The British Virgin Islands continues to grow as a jurisdiction in respect of investment funds and attracts leading investment managers. Lynton Spencer investment funds practice renders advice on all aspects of fund formation, operation and regulation.

Advising on the most suitable fund structure including multi class/series funds, master/feeder structures and segregated portfolio companies;

Drafting and/or reviewing all offering documentation to include prospectus, launch resolutions, subscription agreements, investment manager and fund administrator agreements;

Preparation of constitutional documents being either memorandum & articles of association, articles of limited partnership, unit trusts;

Handling regulatory approval applications to BVI Financial Services Commission for both funds, fund managers, fund administrators, fund advisors;

Assisting with fund re-structuring to provide for additional investment into new portfolios under separate terms or to manage liquidity issues;

Advising on the orderly winding down of a fund.