Bermuda: Fund Management/ REITs

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Finance law and banking law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as capital adequacy, BASEL, acquisition finance, debt capital markets, fund finance, islamic finance, securitization and structured finance.

Unlocking Growth: What The Latest Changes To Jersey Private Funds Mean For Private Capital

On 23 July 2025 the Government of Jersey and the Jersey Financial Services Commission (JFSC) announced a package of sweeping regulatory reforms to be implemented in the coming months...

Bermuda Finance

A

Appleby

Bermuda Investment Funds - Spring 2025 Update

Our investment funds team outline the latest developments within the investment funds market in Bermuda, covering the Bermuda Monetary Authority ("BMA") business plan 2025...

Bermuda Finance

CO

Carey Olsen

Preparing For An AML/ATF Onsite Visit From The Bermuda Monetary Authority

The Bermuda Monetary Authority conducts AML/ATF onsite supervisory visits on regulated entities across all sectors.

Bermuda Government

W

Walkers

Bermuda Investment Funds – Autumn 2024 Update

Our investment funds team outline the latest developments within the investment funds market in Bermuda, addressing the recent statistics from Q2 2024 published by the Bermuda Monetary Authority (the "BMA").

Bermuda Finance

CO

Carey Olsen

Bermuda Investment Funds Act Amendment: Are You Ready For The June 30 Filing Deadline?

Bermuda Finance

W

Walkers

June 30 Filing Deadlines Approaching: Noting The Amendments Made To The Bermuda Investment Funds Act 2006

Bermuda Finance

W

Walkers

Global Perspectives: Key Trends In Listings For 2024

Worldwide Finance

W

Walkers

Public Consultation On Proposed Enhancements To Supervisory Powers Within The Bermuda Investment Funds Act

Bermuda Finance

C

Conyers

Economic Substance Declaration Filings – June 2023 Alert

Bermuda Commercial

C

Conyers

Bermuda Emerging As Jurisdiction Of Choice For European Investors In CRE CLOs

Worldwide Commercial

W

Walkers

Bermuda Regulatory Outlook 2023

Bermuda Finance

C

Conyers

Bermuda Economic Substance Declaration Filings—February 2023 Alert

C

Conyers

Applications Expected Under The Investment Business Act

Bermuda Finance

A

Appleby

Podcast: Segregated Portfolio Company

Bermuda Finance

A

Appleby

Bermuda Corporate Income Tax: Public Consultation On Proposed Tax Credits

C

Conyers

Client Alert On The Implementation Of The New Beneficial Ownership Act 2025

Bermuda Commercial

CO

Carey Olsen

The Use Of Bermuda Purpose Trusts In Enforcements And Corporate/debt Restructurings

Bermuda Insolvency

CO

Carey Olsen

Conyers Investment Funds Report | Q3 2025

Worldwide Commercial

C

Conyers

A Practical Guide To Cayman Islands STAR Trusts For Clients In The Middle East

Bermuda Commercial

C

Conyers

Bermuda Regulatory Outlook

We are pleased to share our first Regulatory e-Bulletin for 2022, which highlights several of the regulatory changes expected in the coming year that will affect Bermuda entities.

Bermuda Finance

C

Conyers

Economic Substance – Extension Of The Scope Of The Relevant Activity Of "Fund Management"

The Economic Substance Amendment (No.2) Regulations 2021 (the "Amendment Regulations") were enacted on 23 December 2021, making certain changes to the Economic Substance Regulations 2018...

Bermuda Finance

C

Conyers

Economic Substance Declaration Filings – 2022 Alert

The Economic Substance Act 2018 requires Bermuda-based entities carrying on a "relevant activity" in a relevant financial period and entities claiming "non-resident entity" status under the Act to file an Economic Substance Declaration Form ...

Bermuda Finance

C

Conyers

Flexibility Of Bermuda Fund Structures

The Investment Funds Act governs funds in Bermuda. A fund is an arrangement which enables investors in the fund to participate and receive profits or income from the acquisition, holding, management...

Bermuda Finance

A

Appleby

Bermuda Public Companies Update, January 2022

Bermuda Commercial

C

Conyers

Appleby Contributes Four Chapters To Global Legal Insights – Fund Finance 2022

Worldwide Finance

A

Appleby

Bermuda Economic Substance Update

Bermuda Finance

W

Walkers

Bermuda Economic Substance Regulatory Update

Bermuda Finance

A

Appleby

Economic Substance Requirements To Apply To ALL Bermuda Partnerships

Bermuda Commercial

C

Conyers

Bermuda Economic Substance Amendment Act 2021

Bermuda Finance

W

Walkers

ILS Funds Need To Consider Their ESG Standards

European Union Finance

O

Ocorian

An Exceptional Island

Bermuda Finance

W

Walkers

Six Reasons For Investment Fund Managers To Locate In Bermuda

Bermuda Finance

C

Conyers

Economic Substance Declaration Filings – Update

Bermuda Finance

C

Conyers

ILS Funds Need To Consider Their ESG Standards

As regulators introduce more robust environmental, social and governance (ESG) frameworks for the fund management sector, Executive Director...

European Union Finance

O

Ocorian

An Exceptional Island

Aside from its beautiful beaches and sunshine, Bermuda makes a compelling case for fund managers looking to domicile in a competitive and dynamic jurisdiction...

Bermuda Finance

W

Walkers

Six Reasons For Investment Fund Managers To Locate In Bermuda

The introduction of economic substance requirements in offshore jurisdictions has sharpened the impetus for investment fund managers to establish a physical office where their funds are incorporated.

Bermuda Finance

C

Conyers

Economic Substance Declaration Filings – Update

The Economic Substance Act 2018 (the "Act")1 requires Bermuda-based entities that are carrying on a "relevant activity" in a relevant financial period and entities claiming "non-resident entity" status under the Act to file an Economic Substance Declaration Form.

Bermuda Finance

C

Conyers

Filing An Economic Substance Declaration In Bermuda

Bermuda Finance

C

Conyers

The Role Of Private Equity In Economic Recovery From Covid-19

Regardless of one's political or economic views, we can all agree that the Covid-19 pandemic has resulted in a global health and economic crisis on a scale unlike anything we ...

European Union Commercial

A

Appleby

Bermuda Regulatory Update: Q1 And Q2 2020

The pace of regulatory change at the end of 2019 was fast and furious which resulted in a raft of legislative changes that became operative during the first quarter of 2020.

Bermuda Technology

A

Appleby

Economic Substance Update Q3 2020

Our last Economic Substance update of 15 April 2020 highlighted the measures and considerations announced by the relevant authorities in the BVI, Cayman and Bermuda...

Worldwide Finance

A

Appleby

Alternative Investment Funds Guide 2020

Bermuda partner Sarah Demerling and senior associate Melanie Fullerton have teamed up with ICLG to provide a detailed legal guide on the Bermuda alternative investment fund industry.

Bermuda Finance

W

Walkers

A Regulatory Update And Fund Structure Primer

Bermuda Finance

W

Walkers

Frequently Asked Questions: Bermuda Economic Substance Requirements

CO

Carey Olsen

Economic Substance – Preparing For Filing The First Declarations

Bermuda Finance

C

Conyers

Recent Events Affecting The Bermuda Funds Industry And Upcoming Filings

Bermuda Finance

W

Walkers

Collateralised Insurer Class Lets ILS Funds Target Broader Cedent Base

Bermuda Insurance

A

Appleby

Bermuda Economic Substance Reporting

Bermuda Finance

BL

BeesMont Law Limited

Bermuda's Investment Funds Rules And Offering Documents

Bermuda Finance

A

Appleby

Foreign Investment Funds Managed Or Promoted In Or From Within Bermuda Subject To New Registration Requirements

Bermuda Government

C

Conyers

Bermuda Investment Funds' Developments

Bermuda Finance

BL

BeesMont Law Limited

Bermuda Economic Substance Update – Key Amendments Enacted

Bermuda Finance

W

Walkers

Important Changes To The Bermuda Investment Funds Act 2006

Bermuda Finance

C

Conyers

Important Amendments To Bermuda's Economic Substance Legislation

Bermuda Finance

C

Conyers

Bermuda Investment Funds Amendment Act 2019 Becomes Operative

Bermuda Strategy

A

Appleby

Offshore Economic Substance Requirements – New Implications

Bermuda Finance

C

Conyers

Investment Fund Administrators: Liability For "Gross Negligence"

Bermuda Finance

KL

Kennedys Law LLP

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Latest Videos

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Real Estate Joint Ventures For Investors: Liquidity Provisions (Video)

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Torys LLP

Featured Speaker: State Of The Real Estate Capital Markets, REIT, Private And IPO Market (Video)

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Goodwin Procter LLP

Retail Investors & Closed-Ended Funds: A Tactical Approach (Video)

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Akin Gump Strauss Hauer & Feld LLP

'Fund Finance Friday: Industry Conversations' — LIBOR Before Labor Day (2022 Edition) (Video)

CW

Cadwalader, Wickersham & Taft LLP

Eligible Introducers, Nominees & AML - Who Can Funds Rely On? (Video)

W

Walkers

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