Funds & Investment Management
Fund structuring
Our services cover all the main asset classes, comprise both retail investment funds (UCITS and non-UCITS) and alternative investment funds, and cover both setting up the fund and advisory services throughout the fund’s life cycle.
Fund investments
This includes assessing and negotiating investments in investment funds by potential investors, like pension funds and insurers.
Investment services
These pertain to drafting and advising on agreements between investors (like pension funds, insurers and fund managers) and service providers (like investment managers and custodians), such as:
- discretionary investment management agreements (or IMAs);
- fiduciary/integrated investment management agreements; and
- custody agreements.
Financial supervisory laws and regulations
Advice covers all rules that may be relevant in the context of:
- investment funds (AIFMD and UCITS);
- investment services (MiFID II / MiFIR);
- institutional investors (for instance, where the rules cover the situation in which a pension fund or insurer outsources services to a third party)
- sustainability (primarily the rules under the Sustainable Finance Disclosure Regulation (SFDR) and the Taxonomy Regulation).
Van Doorne’s pension team
Van Doorne is the partner for pension funds, pension insurers, regulators and pension providers for pension issues. Van Doorne has combined its expertise in Funds & Investment Management as described above with the experience and knowledge of other areas of law and sectors in our integrated Pensions Team.
