The AIFM Directive creates a single marketplace within the EU for the marketing of AIFs, known as a marketing ‘Passport’. Prior to the AIFM Directive, such marketing was only available to UCITS funds.

FundRock Guernsey can provide AIFM solutions as a standalone offering, in conjunction with Apex fund services, or other partners.

  • Cross-border Passport, allows AIFMs to manage or market EU AIFs in all EU Member States.
  • Activities can be carried out from the registered office of the AIFM, or via a branch established in another EU Member State.
  • NPPR approval is not always available for marketing in certain Member States, therefore the only way of marketing in those member states is via the passport.
  • Always a possibility that Member States which currently permit NPPR approval for marketing in their jurisdictions, amend their domestic rules, such that NPPR approval would no longer be feasible in the future.
  • By appointing an AIFM domiciled in Luxembourg, the AIFM is untouched by Brexit from a marketing and managing of EU AIFs, so unlike the UK, there is no transition between pre and post Brexit and more importantly no concerns around certainty.

EU Passport Solution

  • FundRock Guernsey offers a fully compliant AIFM solution to investment strategies including debt, real estate and private equity.
  • With the use of open architecture, we are to adopt different approaches for each manager. This allows managers to focus on their core competencies of portfolio management.
Chris Hickling

Chris Hickling

Director

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Shaun Robert

Shaun Robert

Director

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