LIS for Financial Institutions:

Unbiased integrity, reflecting your investment products.


Your Situation:

You are a regulated financial institution (investment firm, bank). You want to create AIF products for your private banking and institutional clients. You want to optimize your asset/liability structure and transfer assets out of the balance sheet into a fund vehicle, or invest and bundle your alternative assets.

Challenges /requirements

  • Launch of a regulated investment fund (AIF/UCITS) for marketing to EU investors and abroad.
  • Face specific reporting requirements like for example CRD/CRR, GroMiKV.
  • Take advantage from an AIFMD Passport to market your fund into the European Union.
  • Need of an independent service provider.

CONTACT

Ireland

Philip Dempsey

Branch Manager Ireland
email
T +353 1 669 46 71 

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