Business & Commercial Law FAQ - Wish to retain a lawyer to assist in setting up a managed investment fund?
Date: March 03, 2011
Q. We work in the financial services industry and wish to retain a lawyer to assist us in setting up a managed investment fund. Can you assist?
A. Yes. As you would be aware you are required to hold the necessary licences under the Financial Services Reform Act. Apart from this you need to have an appropriate structure through which to operate the business. Where individuals are in business together as directors of a company we recommend they put in place a shareholders agreement to ensure certainty in the dealings with each other and to prevent disputes. Depending on how you wish to make the offering there are also certain disclosure requirements which we can take care of for you also.
