Innovative and Experienced Advice
At Equity Investment Funds Services Ltd. we take the time to understand your scope and diversity of objectives with respect to the projects and asset types you would like your investment fund to invest in, your intended portfolio size, and the quantity of partners and third-party investors you would like to pool resources among. Each scenario comes within its own particularities, and depending on the details, one structure or the other may be appropriate for you with differing levels of administrative and custodial support.
Leveraging the vast and rich professional experiences of our team, we listen to your needs and provide you a solution that meets them, your budget and timeline. There are many economically sensible routes to establishing a mutually beneficial investment fund for your investors and for the Investment Manager and Investors Advisor(s) of the fund. It is important to understand the breadth of the Bahamian legislation for Investment Funds to arrive at the optimal solution. For instance, you can save tremendously by having multiple sub-funds, rather than multiple stand-alone investment funds, as well as, not be obligated to conduct an audit using a SMART Fund structure, subject to the unanimous agreement of the subscribers to the fund. Depending on the types of assets your investment fund will have, it would be practical and expected to track performance for different time intervals. For the projects at hand you may want to consider the level of sophistication of your investors, put in place a minimum buy in entry point, or even restrict when redemptions from the fund is allow. The flexibility and vast array of possibilities within the investment funds regime can become overwhelming without the trained experience to identify in an executable manner the road map to having an excellently put together, administered and managed investment fund that is attractive. We look forward to having this conversation with you, to get you on the road towards your own investment fund. You may start by please making an attempt to fill out the Investment Funds Questionnaire.