Offshore Mutual Funds -- Complete Fund Formation and Administration

Offshore Mutual Funds
I. Introduction:
In recent years, mutual funds have become the largest growth sector in the investment industry worldwide. The increase in rates of investment into mutual funds has astonished even industry professionals. In this age of 24-hour global markets, program trading and market price volatility, the private investor has sought refuge in mutual funds.
While the major investment houses have for many years offered a wide range of mutual funds, the present climate offers significant opportunities to small and medium sized investment managers, traders and brokers. This presentation is intended for investment professionals and their advisors:

To explain the possible advantages of establishing your own offshore mutual fund;
To discuss the advantages of the BVI as a mutual funds domicile;
To examine some of the issues affecting the structure of mutual funds;
To outline the mechanics of establishing a mutual fund in the BVI; and
To offer a turnkey solution for the establishment and administration of mutual funds, combining the services of Hewlett Beck & Arad ("HBA") and its affiliate, the Elan Corporate Services Group ("Elan").
II. Benefits of an Offshore BVI Fund
III. Structure of Offshore Mutual Funds
IV. Regulation of BVI Mutual Funds -- The Mutual Fund Act 1996
V. Formation of a Mutual Fund
VI. BVI Mutual Fund FAQ
We encourage you to contact us with any questions you may have regarding a planned or proposed mutual fund start-up. Elan will respond within 24 hours for simple inquiries, and within 72 hours if you require detailed information. Please note that the content of this article is designed to provide general information on the subject matter covered. No legal or other professional advice or option is being rendered. Any liability or loss incurred as a consequence, directly or indirectly from the use or application of the information contained herein, is specifically disclaimed.

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