Retail Funds

Retail Funds

Overview

Our retail funds practice advises on the establishment of UCITS funds and on a wide range of regulatory, marketing, distribution, investment and operational issues arising for clients operating retail, regulated funds.

We can deliver commercial, proactive and in-depth advice to our clients. Our offering includes:

  • determining the most appropriate structure for our clients’ business
  • all aspects of fund formation including the authorisation process with the UK regulator (for both the fund and the operator)
  • investment management and advisory agreements
  • depositary or trustee agreement and agreements with other third-party service providers
  • marketing and distribution arrangements
  • platform services
  • tax wrappers such as ISAs and Junior ISAs
  • all regulatory matters associated with operating and managing UCITS funds.

Get in touch

MEET THE TEAM

Read Phil Bartram's Profile
  • Phil Bartram

  • Partner
Read Stephanie Biggs's Profile
  • Stephanie Biggs

  • Partner
Read Jeremy Elmore's Profile
  • Jeremy Elmore

  • Partner
Read Sam Kay's Profile
  • Sam Kay

  • Partner
Read Will Normand's Profile
  • Will Normand

  • Partner
Read Jane Thornton's Profile
  • Jane Thornton

  • Consultant
Read Jane Tuckley's Profile
  • Jane Tuckley

  • Partner