Expertise

Investment funds

Norton Gledhill advises on all aspects of fund formation and the management and regulation of investment funds including providing advice on:

  • fund structuring and implementation – managed investment trusts (MITs), debt funds, venture capital and private equity funds (including ESVCLPs and VCLPs), hedge funds, retail funds, and listed investment vehicles
  • management and carry incentive arrangements
  • regulatory issues
  • Australian Financial Services Licensing and authorisation of investment managers
  • preparing and negotiating investment management documentation
  • due diligence and assistance with the preparation of information memorandum and other offer documents
  • preparing and implementing subscription documents