Liechtenstein is a well-known destination for entrepreneurs interested in setting up an investment fund that is compatible with other EU similar funds. This way, the founders of the investment fund in Liechtenstein will have access to the European market and will benefit from investor protection and confidentiality offered by the banking secrecy.
Other advantages are those related to the economic and political stability, the developed banking system and economic policies and taxation that are favorable to the foreign investors etc. The investment funds are monitored by Financial Market Authority (FMA), an entity that is recognized in EU, and that can approve the establishing of a fund in just a few weeks.
There are nearly 750 funds opened in Liechtenstein, according to a report in 2012, and the total value of these is around CHF 37 billion.
The investors who want to set up a fund in Liechtenstein need a minimum capital of CHF 2 million and they have to provide a list of documents for the incorporation. If you want to find out more about the requirements for opening an investment fund, you may contact our specialists in company formation in Liechtenstein. They will help you choose the proper fund type tailored to your business needs and interests.
After you submit all the necessary documents for establishing an investment fund, you have to wait between two and five months, depending of the fund type, and this is a short period compared to the deadlines in other countries. Qualified investors don’t need a formal permit for joining an investment fund and they are subject only to a simplified procedure.
You can choose from the following types of investment funds, such as:
1. Investment Undertakings for securities;
2. Investment Undertakings for other values;
3. Investment Undertakings for real estate;
4. Investment Undertakings for qualified investors.
The legal forms you can establish a fund in Liechtenstein are: as an investment fund and as an investment company. Details about the formation of investment funds in Liechtenstein you may find in the Investment Undertakings Act (IUA), Collective Investment of Transferable Securities Act (UCITS), Alternative Investment Fund Managers Act (AIFM). In the future, the funds in Liechtenstein will be divided into two categories - funds undertaking the collective investment of transferable securities and the others.
For more information, you may contact our experts in company formation in Liechtenstein who will help you open any type of company available in this country.