BVI (Professional) Mutual Fund
This professionally structured British Virgin Islands (BVI) Mutual Fund Private Placement Memorandum (PPM) Template is designed for use by offshore investment funds operating as a “Professional Fund” under the Securities and Investment Business Act, 2010 (SIBA). Specifically crafted for hedge funds, crypto funds, and multi-strategy investment vehicles, this offering memorandum complies with BVI regulatory requirements and reflects best practices for professional investor onboarding.
Used in a real-world capital raise, this document provides startup fund managers, offshore advisors, and fund attorneys with a turnkey solution to accelerate fund formation while significantly reducing legal costs. Instead of drafting from scratch, you can simply customize the core variables, insert your fund’s investment strategy and terms, and have your legal counsel finalize the review—saving $10,000 to $40,000 in legal fees and weeks of preparation time.
This BVI fund offering package includes:
- A complete Private Placement Memorandum (PPM) tailored for professional investors
- Memorandum and Articles of Association (M&AA) for BVI corporate fund entities
- A fully integrated Investor Subscription Agreement
- Dual share class structure (Class A & B or Management & Investor)
- Built-in management fees, carried interest/performance fees, lock-up periods, and high-water mark provisions
- A tax and regulatory summary covering BVI treatment and investor obligations
Ideal for first-time fund managers, law firms advising offshore clients, and entrepreneurs launching an international investment vehicle, this offering template provides a legally sound foundation that meets both regulatory compliance and investor due diligence standards.
Included:
- Memorandum of Association
- Articles of Association
- Offering Memorandum (PPM)
- Investor Questionnaire
- Subscription Agreement
- Foreign Country Legends
- PPM distribution list (excel)
Preview Sample Here
