Funds investment funds

Scope of our services:

Establishment of investment funds:

• Advice on choosing the right type of fund (open-ended, closed-ended, specialized, securitization).
• Preparation of incorporation documentation, including articles of incorporation, prospectuses and depositary agreements.
• Registration of investment funds with the Financial Supervisory Commission (FSC) and obtaining the necessary permits.

Legal services for fund management:

• Ongoing legal advice on fund operations, including compliance and market regulations.
• Preparing and reviewing agreements with asset managers and other contractors.
• Representation of funds in proceedings before the FSC and other supervisory authorities.

Liquidation and restructuring of funds:

• Legal advice and support in the liquidation processes of investment funds.
• Carry out restructuring procedures, including the transformation of funds and their merger or division.
• Preparation of liquidation plans and coordination with relevant financial institutions.

Transactions involving investment funds:

• Comprehensive legal services for the purchase and sale of units and investment certificates.
• Advice on investment structuring and tax optimization.
• Preparation and negotiation of transaction agreements and collateral documentation.

Regulatory and compliance consulting:

• Monitoring regulatory changes and advising on adapting fund operations to new regulatory requirements.
• Conducting compliance audits and training for fund managers.
• Preparation of internal policies and procedures in accordance with applicable regulations.

Register of investment funds

Register of investment funds is a directory of all registered funds. Our law firm offers support in investment fund registration process, ensuring that all formalities are completed in accordance with applicable regulations. We also assist in updating data in the registry and in obtaining the necessary permits and licenses.

Investment and optimization

We offer comprehensive advice on investing in investment funds, helping our clients with investment structure and tax optimization. Dzięki naszej wiedzy i doświadczeniu, możemy doradzić w zakresie legal services for fund management.

Thanks to our experience and deep knowledge of the financial market, we are able to provide our clients with the highest level of legal advice. HWW Hewelt Wojnowski Lindner and Partners law firm is a guarantee of professionalism, efficiency and individual approach to each client.