Formation of investment funds

We are specialized in developing documentation to establish investment funds in all major fields of activity in Latvia and the EU including:

  • Formation and establishment of investment funds with sub-funds; 
  • Investment fund structuring;
  • Structuring of investment policy, marketing strategy and management system;
  • Acquring of mandatory permits from state institutions;
  • Dealing with issues regarding compliance with regulations, including the preparation of comprehensive documentation package (fund action plan and fund management company) in accordance with the requirements of the Financial and Capital Market Commission (FKTK).

Experience of INVEX FONDI related to investment funds enables to provide our clients with full range of legal and analytical services. We provide advice in investment fund and management company structuring, marketing and other major activities. Our investment management professionals assist clients in formation and structuring of various investment funds making investments in such assets like real estate, private equity, securities and other financial instruments.

Experience of INVEX FONDI in fields of tax policies, corporate consulting, and M&A provides necessary competence for project managers to develop appropriate, tailor-made solutions.

Our clients rely on our advices at each stage of fund performance – starting from structuring and receiving state institutions permits to sale of assets and fund liquidation. INVEX FONDI assists in developing all necessary documentation, according to all mentioned stages of fund establishment and its functioning.

The company provides necessary  advice in fund legal regulation and issues related to its supervision.

Legal address: Auduma street 33-2, Riga, Latvia, LV-1024
Actual address: Duntes street 34, Riga, Latvia, LV-1005

Telephone: +371 67377787

INVEX FONDI SIA, is a user of the trademarks no.M66864 - INVEX; no.M67912 - INVEX FONDI; no.M69293 (a round seal); no.M66388 (visual trademark). Rights of use are transferred on the basis of the contract no.01/01.01.20, which is concluded between the trademark owner PROFECTUS GROUP LLC and the user INVEX FONDI SIA.

© 2022 INVEX FONDI SIA. All rights reserved.

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