Investment funds

Our law firm provides legal advice to the investment funds on the following:

• preparing draft statutes of the investment funds, regulations, savings plans, individual investment plans and any documentation related to the management/execution of the individual retirement accounts, contracts and any other legal content to the investment funds, including contracts for the acquisition and disposal/trading of the financial instruments by the funds
• representation of the investment funds in proceedings before administrative bodies, in particular before the Polish Financial Supervision Authority in the area of:
• obtaining permits for the establishment of investment funds
• approval of prospectuses (as a part of the registration statement) issued by the closed investment funds
• introduction to the Polish market (notification) of foreign investment funds
• creation of closed-end investment funds, guaranteed investment funds and drafting their prospectuses as well as their implementation for the initial public official
• creation of specialized closed-end and open-end investment funds, umbrella funds
• merger of open-end investment funds
• taking on an investment fund management
• master-feeder funds
• development funds, with funds affiliated
• hedge funds creation