Fund Formation

Selecting the appropriate structure for your venture is crucial for growth and safeguarding assets.

Our specialists are adept at establishing your fund entity, be it in Hong Kong or offshore destinations.

Recognized as a robust global financial hub, Hong Kong serves as a strategic gateway linking the world with China, making it an ideal location for your fund setup.

Types of Investment Funds on Offer

  1. Open-ended Fund Company(OFC)

    This structure is set up as a company, allowing flexibility for investors to trade the funds through the creation and cancellation of shares.

    The OFC is a separate legal entity with its own board of directors and can contract and hold assets in its own name. It is regulated by the SFC while the Registrar of Companies oversees the incorporation and statutory corporate filings of OFCs.

  2. Limited Partnership Funds (LPF)

    This structure is designed to encourage private investment funds, including PE and VC funds, to establish and register in Hong Kong, facilitating the flow of capital into start-ups in the innovation and technology field in the Greater Bay Area.

    It is structured in the form of a limited partnership, used for the purpose of managing investments for the benefit of its investors.  It must be constituted by one general partner who has unlimited liability in respect of the debts and liabilities of the fund, and at least one limited partner with limited liability.

  3. Unit Trusts

    Unit trusts offer a flexible and transparent investment structure, ideal for collective investment schemes. They are managed by a trustee and a fund manager, providing investors with diversified and professionally managed portfolios.

Why choose this service?

Our fund formation and administration services offer:

  1. Strategic Insights: Expert guidance on the optimal fund structure for your needs.

  2. Regulatory Compliance: Rest assured knowing your fund complies with all relevant regulations.

  3. Efficient Administration: We handle the administrative tasks so you can focus on the investment strategy.

Related Services

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Data-driven financial models for informed decision making.

Trust Services →

Expert services to protect and preserve your assets for your loved ones.

Overseas Company Formation

Efficient formation of offshore companies for tax optimization and global business opportunities.