Alternative Investing - Mabhenefiti eMaltese Hedge Funds

Key Data Pamusoro peMalta

  • Malta yakava nhengo yeEU muna Chivabvu 2004 uye yakabatana neEuro Zone muna 2008.
  • Chirungu chinotaurwa uye chinonyorwa zvakanyanya muMalta uye ndiwo mutauro mukuru webhizinesi.

Zvinhu Zvinobatsira kuMalta's Competitive Advantage

  • Yakasimba yemutemo uye inotonga nharaunda ine bumbiro remutemo rinoenderana neEU Directives. Malta inosanganisa ese ari maviri masisitimu ekutonga: mutemo wevagari uye mutemo wakajairwa, semutemo webhizinesi wakavakirwa pamitemo yemutemo weChirungu.
  • Malta inozvitutumadza mwero wepamusoro wedzidzo nevakapedza kudzidza vanomiririra chikamu-chikamu cheakasiyana siyana ane chekuita nemabasa emari. Kudzidziswa kwakananga mumasevhisi emari kunopihwa pamatanho akasiyana epashure-secondary uye tertiary. Basa reakaunzi rakasimbiswa pachitsuwa. Maaccountant vangave vakapedza kudzidza kuyunivhesiti kana vane certified accountant qualification (ACA/ACCA).
  • A proactive regulator iyo inotaurika zvakanyanya uye ine bhizinesi pfungwa.
  • Kugara kuri kuramba kuchikura kwepamusoro-soro nzvimbo yehofisi yekurenda pamitengo yakachipa kupfuura muWestern Europe.
  • Kusimukira kweMalta senzvimbo yezvemari yepasi rose inoratidzwa muhuwandu hwemabasa emari aripo. Kuzadzisa mabasa echinyakare ezvitoro, mabhanga ari kuwedzera kupa; yakavanzika uye yekubhengi yekudyara, mari yepurojekiti, zvikwereti zvakabatanidzwa, hupfumi, kuchengetedza, uye masevhisi edhipoziti. Malta zvakare inobata masangano akati wandei anoshanda muzvigadzirwa zvine chekuita nekutengeserana, senge yakarongeka yekutengesa mari, uye factoring.
  • Nguva yakajairwa yeMaltese iri awa imwe pamberi peGreenwich Mean Time (GMT) uye maawa matanhatu pamberi peUS Eastern Standard Time (EST). Bhizinesi repasi rese saka rinogona kufambiswa zvakanaka.
  • International Financial Reporting Standards, sekugamuchirwa neEU, yakadzika midzi mumutemo wekambani uye inoshanda kubvira 1997, saka hapana zvemuno GAAP zvinodiwa kubata nazvo.
  • Iyo inokwikwidza zvakanyanya mutero kutonga, zvakare kune vari kunze kwenyika, uye yakakura uye inokura mbiri yemutero chibvumirano network.
  • Hapana zvirambidzo pakupihwa kwemvumo dzekushanda kune vasiri veEU.

Malta Hedge Funds: Professional Investor Funds (PIF)

Mutemo weMaltese hautauri zvakananga kune hedge funds. Nekudaro, Malta hedge funds inopihwa rezinesi seProfessional Investor Funds (PIFs), chirongwa chekudyara chakaungana. Hedge funds muMalta inowanzomisikidzwa semakambani akavhurika kana akavharika ekudyara (SICAV kana INVCO).

Hurumende yeMalta Professional Investor Funds (PIFs) ine zvikamu zvitatu: (a) avo vanosimudzirwa kuva Vanokodzera Vanoisa mari, (b) avo vanokwidziridzwa kuva Extraordinary Investors, uye (c) avo vanosimudzirwa kuva Vane ruzivo Investors.

Mamwe mamiriro ezvinhu anoda kugutsikana kuti akwanise pasi peimwe yeaya mapoka matatu uye nekudaro kukwanisa kuisa mari muPIF. PIFs zvirongwa zvekudyara zvakabatana zvakagadzirirwa nyanzvi uye yakakwirira-net-yakakosha vatengesi vane imwe dhigirii yehunyanzvi uye ruzivo mune yavo zvigaro.

Tsanangudzo yeAnokodzera Investor

A "Qualifying Investor" ndiye investor anozadzisa zvinotevera maitiro:

  1. Inoisa mari shoma yeEUR 100,000 kana mari yayo yakaenzana muPIF. Mari iyi haigone kudzikiswa pasi peiyi mari shoma panguva ipi neipi nenzira yekudzikinura zvishoma; uye
  2. Inozivisa nekunyora kune homwe maneja nePIF iyo yakati investor anoziva, uye inobvuma njodzi dzine chekuita nekudyara kwakarongwa; uye
  3. Inogutsa chimwe chezvinotevera:
  • Kambani ine mambure emidziyo inodarika EUR 750,000 kana chikamu cheboka rine mambure emidziyo inodarika EUR 750,000 kana, mune yega yega, mari inoenzana nazvo; or
  • Boka risina mubatanidzwa revanhu kana masangano ane mambure emidziyo inodarika EUR 750,000 kana mari yakaenzana; or
  • Kuvimba uko ukoshi hwezvinhu zvetrust inodarika EUR 750,000 kana mari yakaenzana; or
  • Munhu ane mambure akakosha kana mambure akabatanidzwa akasanganiswa newaakaroorana naye anopfuura EUR 750,000 kana mari yakaenzana; or
  • Mushandi mukuru kana dhairekita wemupi webasa kuPIF.

Chii chinonzi Malta PIFs Chinoshandiswa uye Ndeapi Mabhenefiti Avo?

PIFs dzinowanzo shandiswa kune hedge fund zvimiro zvine midziyo yepasi kubva kune inotakurika security, yakavanzika equity, isinga fambisike zvivakwa, uye zvivakwa. Ivo zvakare vanowanzoshandiswa nemari inobata mukutengesa kwecryptocurrency.

PIFs inopa akawanda mabhenefiti, anosanganisira:

  • PIFs dzakagadzirirwa nyanzvi kana yepamusoro-soro vatengesi uye haina izvo zvinorambidzwa zvinowanzoiswa pamari dzekutengesa.
  • Iko hakuna mari kana zvirambidzo zvekuwedzera uye maPIF anogona kusetwa kuti abate chinhu chimwe chete.
  • Hapana chinodiwa kugadza Custodian.
  • Sarudzo yerezenisi yekukurumidza inowanika, nemvumo mukati memwedzi 2-3.
  • Inogona kuzvidzora.
  • Inogona kugadza vatariri, mamaneja, kana vanopa masevhisi mune chero nzvimbo dzinozivikanwa, nhengo dzeEU, EEA, uye OECD.
  • Inogona kushandiswa kugadzira mari chaiyo yemari.

Pane zvakare mukana wekugadzirisa zvakare mari yehedge iripo kubva kune dzimwe nzvimbo kuenda kuMalta. Nenzira iyi, kuenderera mberi kwehomwe, mari, uye zvirongwa zvekondirakiti zvinoenderera mberi.

Malta Alternative Investment Funds (AIF)

AIFs imari yekudyara pamwe chete inosimudza mari kubva kune vanoisa mari uye ine yakatsanangurwa nzira yekudyara. Ivo havadi mvumo pasi peZvibvumirano zveCollective Investment in Transferable Securities (UCITS) hurumende.  

The ichangoburwa transposition of Alternative Investment Fund Directive (AIFMD), kuburikidza nokugadziridzwa Investment Services Act uye Investment Services Mitemo uye kuunzwa subsidiary mutemo kwakagadzira hwaro nokuda utariri uye kushambadzira asiri UCITS mari muMalta.

Chiyero cheAIFMD chakakura uye chinovhara manejimendi, manejimendi, uye kushambadzira kweAIFs. Nekudaro, iyo inonyanya kuvharira mvumo, mamiriro ekushanda, uye pachena zvisungo zveAIFM uye manejimendi uye kushambadzira kweAIFs kune vatengesi vane hunyanzvi muEU yese pamuchinjiko. Aya marudzi emari anosanganisira hedge funds, private equity funds, real estate funds, uye venture capital funds.

Iyo AIFMD framework inopa yakareruka kana de minimis hutongi hwediki maAIFM. De minimis AIFMs vatungamiriri avo, vangave zvakananga kana zvisina kunanga, vanobata mapotifolio eAIFs ane midziyo iri pasi pemaneja pamwe isingapfuure huwandu hunotevera:

1) € 100 mamiriyoni; or

2) € 500 miriyoni yeAIFMs inongobata isina kuvharwa maAIFs, isina kodzero dzekudzikinura dzinowanikwa mukati memakore mashanu kubva pakudyara kwekutanga muAIF yega yega.

A de minimis AIFM haigoni kushandisa EU passporting kodzero inobva kuhurumende yeAIFMD.

Nekudaro, chero AIFM ine midziyo iri pasi pemanejimendi inowira pasi pezvikumbaridzo zviri pamusoro, inogona kuramba ichipinda muhurongwa hweAIFMD. Izvi zvaizoita kuti zvienderane nezvisungo zvese zvinoshanda kune yakazara-scope maAIFM uye kuita kuti ishandise EU mapasipoti ekodzero anobva kuAIFMD.

Zvimwe Information

Kana iwe uchida chero rumwe ruzivo nezve maPIF uye maAIF muMalta, ndapota taura kune Jonathan Vassalloadvice.malta@dixcart.com, kuDixcart hofisi kuMalta kana kune waunogara uchisangana naye Dixcart.

Guernsey ESG Private Investment Funds - Impact Investing uye Green Fund Accreditation

Nyaya Yakakodzera Kwazvo

'Environmental Social and Governance Investing' wanga uri musoro wenyaya paMay 2022 Guernsey Fund Forum (Darshini David, Munyori, Economist uye Nhepfenyuro), uye musangano weMSI Global Alliance (Sofia Santos, Lisbon School of Economics and Management), iyo yakaitika zvakare Chivabvu 2022.

Chikonzero icho ESG yave kuita main-stream ndechekuti ibhizinesi uye nekudaro hupfumi hwakakosha. Inobvumirawo vanoisa mari mune zvemari, maneja ekudyara, vanachipangamazano vekudyara, mahofisi emhuri, hupfumi hwakazvimirira uye veruzhinji kuti vabatsirwe nemari nekuisa mavhoti avo emari mumakambani ari kutsvaga kuita zviri nani mamiriro epasirese.

Mhedzisiro yeiyi Investment Trend

Tiri kuona nzvimbo mbiri dzebasa dzinofambiswa nemaitiro ekudyara aya;

  1. Vatengi vanotora zvinzvimbo zveESG, mukati meavo akachengetwa ekudyara mapotifolio, mumakambani nemari ine ESG magwaro ayo vatengi vane hukama hwayo,
  2. Vatengi vanomisikidza zvimiro zve bespoke kuti vagadzire yakarongedzwa ESG zano rinovhara avo anowanzo akanyanya kujeka, nzvimbo dzeESG / kukanganisa kudyara kufarira.

Maitiro ekutanga anowanzo kuitirwa zvakanaka, nenyanzvi dzemukati dzeESG uye maneja ekudyara vechitatu vanoita kuenzana uye kurudziro yekudyara mari.

Yechipiri Trend uye Guernsey PIFs

Maitiro echipiri anonyanya kufadza uye anowanzo sanganisira kugadzwa kwezvimiro zvechinangwa, izvo zvinogona kunge zvakanyoreswa uye zvakadzorwa homwe, kune vashoma vashoma (kazhinji vasingasviki makumi mashanu) vatengesi. Iyo Guernsey Private Investment Fund (PIF) inokodzera kune idzi nyowani, bespoke ESG zano mari.

Kunyanya, isu tiri kuona hofisi yemhuri uye yakazvimiririra equity investimendi ine chaiyo uye niche nzvimbo dzeESG mubereko wekudyara, avo vasina kungoitirwa ne main-stream ESG mari.

Guernsey Green Fund Accreditation

Guernsey ESG PIFs inogona zvakare kunyorera kuGuernsey Green Fund yekubvumidzwa.

Chinangwa cheGuernsey Green Fund ndechekupa puratifomu panogona kuisirwa mari mumatanho akasiyana egirinhi. Izvi zvinosimudzira kupinda kwevasima mari kunzvimbo yekudyara yakasvibira, nekupa chigadzirwa chakavimbika uye chakajeka icho chinobatsira kuchinangwa chakabvumiranwa nepasirese chekudzikisa kukuvadzwa kwezvakatipoteredza uye shanduko yemamiriro ekunze.

Vanoisa mari muGuernsey Green Fund vanokwanisa kuvimba negwaro reGreen Fund, rinopihwa kuburikidza nekuteedzera Guernsey Green Fund Rules, kuunza chirongwa chinosangana nekukodzera kwakasimba kwekudyara kwegirinhi uye ine chinangwa chekuwana mhedzisiro yakanaka kune nyika. zvakatipoteredza.

Zvimwe Information

Kuti uwane rumwe ruzivo nezve ESG investing kuburikidza nebespoke zvimiro, Guernsey Private Investment Funds uye Guernsey Green Fund accreditation ndapota bata: Steve de Jersey, muhofisi yeDixcart kuGuernsey: zano.guernsey@dixcart.com.

Dixcart inobvumidzwa pasi peKudzivirirwa kweVashambadziri (Bailiwick yeGuernsey) Mutemo 1987 kuti ipe PIF manejimendi masevhisi, uye inobata yakazara rezinesi rekupihwa rakapihwa neGuernsey Financial Services Commission.

Guernsey

Kutama kweFund Management Makambani - Guernsey's Fast Track Solution

Global Kujeka

Kuenderera mberi kwenyika-ne-nyika kuongororwa uye kuongororwa kwepasirese kwematanho ekujekesa uye mutemo wezvemari neOECD neFATF, kwaunza kuvandudzwa kunogamuchirwa pamwero wepasirese asi panguva imwechete, kwakaratidza kushomeka mune dzimwe nzvimbo.

Izvi zvinogona kugadzira nyaya dzekuteerera kurongwa huripo uye kunetsekana kwevatyairi kwezvivakwa zvinoshanda kubva kune mamwe masimba. Pane imwe nguva, ipapo pane, panodiwa kutamisa zviitiko zvemari kune imwe nzvimbo inoenderana uye yakagadzikana.

Guernsey's Corporate Solution yeMari Yekudyara

Musi wa12 Chikumi 2020, iyo Guernsey Financial Services Commission (GFSC) yakaunza nzira yekukurumidza-yekupa marezinesi kune mamaneja ekudyara emhiri kwemakungwa (asiri-Guernsey) mari.

Iyo yekukurumidza-track mhinduro inobvumidza mhiri kwemakambani manejimendi manejimendi makambani kutamira kuGuernsey uye kuwana iyo inodiwa bhizinesi rezinesi rebhizimusi mumazuva gumi chete ebhizinesi. Seimwe sarudzo, kambani ichangobatanidzwa yeGuernsey manejimendi kambani inogona zvakare kusimbiswa uye kupihwa rezenisi mukati memazuva gumi ebhizinesi, pasi pehutongi humwe.

Mhinduro yekukurumidza iyi yakagadziriswa ichipindura kuwanda kwakabvunzwa kubva kumaneja emari ekumhiri kwemakungwa, vachida kumisikidza mari kuGuernsey, kungave kuburikidza nekutama kwemaneja emari emhiri kwemhiri kwemari kana kumisikidzwa kwemari nyowani inoda maneja weGuernsey fund.

Nei Guernsey?

  • Mukurumbira - Vatariri veMari vanokwezvwa kuGuernsey nekuda kwesimba ravo repamutemo, rehunyanzvi, uye rehunyanzvi, ine sarudzo yakakura yemagweta emhando yepamusoro, mafemu emahofisi emabhizimusi uye madhairekitori emuno. Uye zvakare, Guernsey iri muEU, uye iri FATF uye OECD "vachena vakanyorwa" kuitira mutero pachena uye mutero wakaringana mwero.
  • Kuteerera Kwenyika Dzese - Guernsey yakaunza mutemo kusangana nezvinodiwa zveEU pane zvehupfumi. Uyu mutemo unoda mamaneja emari kuti aite zviitiko zvavo zvekukanda mari munzvimbo yavo mutero wekugara. Guernsey's pre-huripo hwezvemari masevhisi ekugadzirisa uye marongero echimiro zvinoreva kuti maneja maneja akagadzwa pachitsuwa anokwanisa kuzadzisa zvinodikanwa pazvinhu zvehupfumi. Guernsey yakasimba asi yakaenzana mirau yemaneja emari uye iyo yakareba kwenguva refu uye mukurumbira senyika inotungamira masimba muhumwe hwakaenzana zvakare yakakosha mukuzivikanwa kwaGuernsey.
  • ruzivo - Vatariri veFund uye ma Auditor kuGuernsey vane ruzivo rwakakura mukushanda pamwe nekunze kwemari isiri-Guernsey mari. Zvirongwa zvisiri zveGuernsey, izvo zvimwe zvinoitwa nemanejimendi, manejimendi kana kuchengetwa kunoitwa kuGuernsey, zvinomiririra ukoshi hweseti yeUS $ 37.7 bhiriyoni pakupera kwa2020, uye inzvimbo yekukura.
  • Mimwe yekukurumidza-track mhinduro - Iyo yekukurumidza-track sarudzo yemaneja emari ekumhiri kwemakungwa iri kuwedzera kune aripo ekukurumidza track track marezinesi maitiro anowanikwa eGuernsey mamaneja eGuernsey mari (zvakare mazuva gumi ebhizinesi). Iko zvakare kune yekukurumidza-track sarudzo yekunyoresa Guernsey mari mukati memazuva matatu ebhizinesi emari yakanyoreswa, uye 10 bhizinesi zuva rezvekudyara mari (PIFs) uye iyo PIF Manager.

Dixcart Fund Administrators (Guernsey) Yakatemerwa inoshanda pamwe neGuernsey gweta repamutemo, kufambisa kutama uye kupa mhando yepamusoro inoenderera rutsigiro nemasevhisi manejimendi kuona kutevedza zvinodiwa nemitemo, hupfumi zvinhu, uye maitiro akanakisa.

Zvimwe Information

Kuti uwane rumwe ruzivo maererano nekukurumidza kutsvaga kwemari kuGuernsey, ndapota nyorera Steven de Jersey kuDixcart hofisi kuGuernsey: zano.guernsey@dixcart.com

Guernsey Fund Pfupiso

Semubatsiri wekuwedzera kune edu manotsi pakuunzwa kwenzira mbiri nyowani yeInvestment Fund (PIF) iri kuGuernsey (Inokodzera Yega Investor neRukama Hwemhuri);

Nongedzo Yekukurumidza kuGuernsey's Nyowani Yakavanzika Investment Fund (PIF) Mitemo (dixcart.com)

Iyo 'Inokodzera' Yakavanzika Investor Fund (PIF) Guernsey Yakavanzika Investment (dixcart.com)

Pfupiso Inopihwa pazasi penzira nhatu dzekumisikidza PIF uye, pakuzara, ruzivo rwakafanana rwemari yakanyoreswa uye yakatenderwa.

* Inochinjika chikamu cherudzi: senge Yakatemerwa kambani, Yakatemerwa kudyidzana, Inodzivirirwa Cell Kambani, Inopindirwa Cell Kambani etc.
** Hapana dudziro yakaoma ye'ukama hwemhuri 'inopihwa, iyo inogona kubvumidza huwandu hwakawanda hwehukama hwemhuri hwemazuva ano uye simba remhuri kugadzirirwa.

Mashoko okuwedzera:

Kunyoreswa vs mvumo - muzvirongwa zvakanyoreswa zvekudyara pamwe ibasa remaneja akasarudzwa (manejimendi) kupa garandi kune GFSC kuti kushingairira kwakakodzera kwakaitika. Kune rimwe divi, mvumo dzakabatana dzemari dzekudyara dzinoiswa kune matatu-nhanho maitiro ekushandisa pamwe neGFSC mune izvi kushingairira kwakakodzera kunoitika.

Mvumo yemari yemakirasi:

Chikoro A - zvirongwa zvekuvhura zvinoenderana neGFSCs Inobatanidza Investment Scheme Mitemo uye nekudaro yakakodzera kutengeswa kuruzhinji kuUnited Kingdom.

Class B - iyo GFSC yakaronga iyi nzira kuti ipe kumwe kuchinjika nekubvumira iyo GFSC kuratidza kumwe kutonga kana kungwara. Izvi zvinodaro nekuti zvimwe zvirongwa zvinotangira pamari dzekutengesa dzakanangana neruzhinji rwevanhu kuburikidza nemari yemasangano kuenda kune yakazvimiririra yakazvimiririra homwe yakagadzwa chete semotokari yekudyara nesangano rimwe chete, uye kuti zvinangwa zvavo zvekudyara uye nhoroondo dzenjodzi zvakafanana zvakakura. Saizvozvo, iyo mirawo haisanganisi yakatarwa inivhesitimendi, kukwereta uye kukomberedza kurambidza. Izvi zvakare zvinobvumidza mukana wekuti zvigadzirwa zvitsva pasina chikonzero chekugadzirisa mutemo weKomisheni. Zvirongwa zveClass B zvinowanzoitirwa vatengesi vemasangano.

Kirasi Q - ichi chirongwa chakagadzirirwa kuve chakanangana uye chakanangana nehunyanzvi investor mari inokurudzira hunyanzvi. Saka nekudaro, kutevedzera chirongwa ichi kunoisa zvakanyanya kutarisa kuburitswa kwenjodzi dzinowanikwa mumotokari kana mamwe makirasi. 

Dixcart inobvumidzwa pasi peKudzivirirwa kweVashambadziri (Bailiwick yeGuernsey) Mutemo 1987 kuti ipe PIF manejimendi masevhisi, uye inobata yakazara rezinesi rekupihwa rakapihwa neGuernsey Financial Services Commission.

Kuti uwane rumwe ruzivo nezve zvakavanzika mari yekudyara, ndapota nyorera Steve de Jersey at zano.guernsey@dixcart.com

Malta

Mhando dzakasiyana dzeInvestment Fund muMalta

kumashure

Mutsetse we European Union Mirayiridzo inoitwa muna Chikunguru 2011 tendera zvirongwa zvekudyara pamwe kushanda zvakasununguka muEU, pahwaro hwebvumirano imwe chete kubva kune imwe nhengo yenyika.

Hunhu hweiyi EU anotarwa mari anosanganisira:

  • Chimiro chemubatanidzwa wemuchinjikwa unobatanidza pakati pemarudzi ese emari inodzorwa neEU, inobvumidzwa uye inozivikanwa nenhengo imwe neimwe yenyika.
  • Kuyambuka muganho tenzi-feeder zvivakwa.
  • Management kambani pasipoti, iyo inobvumidza iyo EU inodzorwa homwe, yakagadzwa mune imwe nhengo yenhengo yeEU, kutarisirwa nekambani manejimendi mune imwe nhengo yenyika.

Dixcart Malta Fund Services

Kubva kuhofisi yeDixcart muMalta tinopa huwandu hwakazara hwemasevhisi anosanganisira; accounting uye shareholder kuzivisa, yemakambani secretarial masevhisi, fund manejimendi, shareholder masevhisi uye kukosha.

Iyo Dixcart Boka zvakare inopa mari yekutungamira masevhisi mu: Guernsey, Isle of Man nePortugal.

Investment Fund Mhando uye Nei Malta?

Kubva Malta paakabatana neEU, muna 2004, nyika yakadzika mutemo mutsva, uye ndokuunza mamwe mahurumende emari. Malta yakave inzvimbo inokwezva yekumisa homwe kubva ipapo.

Iyo inzvimbo ine mbiri uye inodhura-inoshanda, uye zvakare inopa yakawanda mhando dzemari yekusarudza kubva, zvichienderana nesarudzo inodiwa yekudyara. Izvi zvinopa kuchinjika uye kugona kuchinjika kune akasiyana mamiriro.

Parizvino, mari dzese muMalta dzinodzorwa neMalta Financial Services Authority (MFSA). Mutemo wakakamurwa kuita mhando ina dzakasiyana:

  • Professional Investor Fund (PIF)
  • Imwe nzira Investor Fund (AIF)
  • Akaziviswa Imwe Investment Fund (NAIF)
  • Undertakings yeKubatanidza Investment muInotakurika Chengetedzo (UCITS).

Iyo Professional Investor Fund (PIF)

Iyo PIF ndiyo inonyanya kufarirwa hedge fund muMalta. Vashandi vanowanzoshandisa rudzi urwu rwehomwe kuti vawane mazano akabatanidzwa nehutsva, semuenzaniso kudyara mu cryptocurrency, sezvo zvinhu zvikuru zvehomwe iri kuchinjika uye kugona.

PIFs dzinozivikanwa senzvimbo dzekudyara dzekudyidzana dzakagadzirirwa kunongedzera vanamuzvinabhizimusi uye yakakwira mambure akakosha vanhu, nekuda kwekudyara kwakaderera, chikumbaridzo cheaseti uye ruzivo rwunodiwa, zvichienzaniswa nemamwe marudzi emari.

Kugadzira PIF mutyairi anofanirwa kuve Akafanirwa Investor uye anofanirwa kuisa mari inosvika € 100,000. Mari iyi inogona zvakare kugadzirwa nekumisikidza amburera fund iyo inosanganisira mamwe madiki-mari mukati mayo. Mari yakasimwa inogona kusimbiswa pachirongwa, panzvimbo pehomwe imwe neimwe. Iyi nzira inowanzoonekwa seyo iri nyore sarudzo nevashambadziri, pavanogadzira PIF.

Vatengesi vanofanirwa kusaina gwaro rinoratidza kuziva kwavo uye kugamuchirwa kwenjodzi dzinobatanidzwa.

Anokodzera Investor anofanira kunge ari; muviri wemubatanidzwa kana wemuviri mubatanidzwa unova chikamu cheboka, mutumbi usina kubatanidzwa wevanhu kana mubatanidzwa, mutrust, kana munhu ane zvinhu zvinopfuura € 750,000.

Iyo Maltese PIF scheme inogona kuumbwa nechero yeanotevera mota dzemakambani:

  • Kambani Yekudyara ine Variable Kugovana Mari (SICAV)
  • Kambani Yekudyara ine Fixed Share Capital (INVCO)
  • A Kudyidzana Kudyidzana
  • A Unit Trust / Yakajairika Chibvumirano Fund
  • Inosanganisirwa Cell Kambani.

Iyo Imwe Inisheni Investor Fund (AIF)

An AIF, inzvimbo yePan-European yakabatana yekudyara mari, kune vanhu vane hunyanzvi uye vane hunyanzvi. Iyo inogona zvakare kugadzirwa seyemari-muhomwe uko masheya anogona kuganhurirwa mumhando dzakasiyana dzemasheya, nenzira iyoyo kugadzira sub-mari yeAIF.

Inodaidzwa kuti 'mubatanidzwa' nekuti varimi vazhinji vanogona kutora chikamu mazviri uye chero bhenefiti inogoverwa kune vese vatengesi vehomwe zvinoenderana neyakatsanangurwa mutemo wekudyara (kwete kuti uvhiringidzwe neUCITS ine zvirevo zvakaomarara). Inodaidzwa kuti 'Pan-European' nekuti iyo AIF ine pasipoti yeEU uye nekudaro chero mutyairi weEU anogona kujoina homwe.

Kana zvasvika kune vanoita mari, aya anogona kuve Anokodzera maInvestors kana maProfessional Vatengi.

A 'Anokodzera Investor', anofanirwa kuisa mari inosvika € 100,000, azivise mugwaro kuAIF kuti iye anoziva uye anogamuchira njodzi dzaari kuda kutora, uye pakupedzisira, muzvinashawo anofanira kunge ari; muviri wemubatanidzwa kana wemuviri mubatanidzwa unova chikamu cheboka, rakabatanidzwa boka revanhu kana mubatanidzwa, mutrust, kana munhu ane midziyo inodarika € 750,000.

Anosima mari uyo ari 'Professional Client' anofanirwa kuve neruzivo, ruzivo uye hunyanzvi hwekuita yake ega sarudzo dzekudyara uye kuongorora njodzi. Rudzi rwevatengesi urwu kazhinji; masangano anodiwa / anotenderwa / anotarisirwa kuti ashande mumisika yemari, mimwe mitumbi yakaita sehurumende yenyika nedunhu, masangano eruzhinji anotarisira zvikwereti zveveruzhinji, mabhanga epakati, epasirese uye epasi rose masangano, uye vamwe vatengesi vemasisitimu vane basa guru rekudyara mari zviridzwa. Uye zvakare, vatengi vasingakwanise kutsanangudza zviri pamusoro, vanogona kukumbira kuve Nyanzvi Vatengi.

Iyo Maltese AIF scheme inogona kuumbwa nechero yeanotevera mota dzemakambani:

  • Kambani Yekudyara ine Variable Kugovana Mari (SICAV)
  • Kambani Yekudyara ine Fixed Share Capital (INVCO)
  • A Kudyidzana Kudyidzana
  • A Unit Trust / Yakajairika Chibvumirano Fund
  • Inosanganisirwa Cell Kambani.

Iyo Yakaziviswa Imwe Investor Fund (NAIF)

Iyo NAIF chigadzirwa cheMalta chinoshandiswa nevashambadziri pavanenge vachida kushambadzira mari yavo, mukati meEU, nenzira inokurumidza uye inoshanda.

Maneja wehomwe iyi (Alternative Investment Fund Manager - AIFM), anotora rese basa reNAIF, uye nezvisungo zvaro. Ichitevera 'ziviso', iyo AIF inogona kuwana musika mumazuva gumi, chero bedzi zvinyorwa zvese zvakagamuchirwa neMFSA zviri mugwara rakanaka. Zvivigiro zvekuchengetedza ndiwo muenzaniso wezvinoshandiswa NAIFs.

Mukati mehomwe iyi, semuAIF, vatengesi vanogona kuve Vanokodzera maInvestors kana maProfessional Vatengi. Chero izvo zvinogona kunyorera maitiro e 'ziviso,' nezviviri chete zvinodiwa kuve; vatengesi vanofanira mumwe nemumwe kuisa mari inokwana kuita € 100,000, uye vanofanirwa kuzivisa kuAIF neAIFM, mugwaro, kuti vanoziva njodzi dzavari kuda kutora uye kuti vanozvitambira.

Zvakakosha maficha eNaIF anosanganisira:

  • Zvichienderana nemaitiro ekuzivisa neMFSA, pane kuita rezinesi
  • Inogona kuvhurika kana kuvhara kupera
  • Hazvigone kuzvitonga pachako
  • Basa uye kutarisira kunoitwa neAIFM
  • Iyo haigone kumisikidzwa seRoan Fund
  • Haugone kuisa mari mune zvisiri-zvemari zvinhu (kusanganisira zvivakwa).

Iyo Maltese NAIF scheme inogona kuumbwa nechero ipi inotevera yemakambani mota:

  • Kambani Yekudyara ine Variable Kugovana Mari (SICAV)
  • Kambani Yekudyara ine Fixed Share Capital (INVCO)
  • Inosanganisirwa Cell Kambani yeSICAV (SICAV ICC)
  • Sero Rakaisirwa reKambani Inozivikanwa Inosanganisirwa Cell Kambani (RICC)
  • A Unit Trust / Yakajairika Chibvumirano Fund.

Undertakings yeKubatanidza Investment mune Inotakurika Chengetedzo (UCITS)

Mari yeUCITS iboka rekudyara rakabatana, chigadzirwa uye chinoonekera chitoro chinogona kutengeswa nekuparadzirwa zvakasununguka muEU. Iwo anotungamirirwa neEU UCITS Directive.

Malta inopa inodhura sarudzo, ine mukana wekuchinja, uku ichinyatsoremekedza iyo EU Directive.

UCITS, yakagadzirwa muMalta, inogona kunge iri muchimiro chemhando dzakasiyana dzemitemo. Idzo homwe huru dzekudyara inochengetedzeka kuchengetedzeka uye zvimwe zvemari zvemari zvinhu. UCITS inogona zvakare kugadzirwa seamburera fund, uko masheya anogona kugoverwa mumhando dzakasiyana dzemasheya, zvichidaro kugadzira sub-mari.

Vavaki vemari vanofanirwa kuve 'Retail Investors,' vanofanirwa kuisa mari yavo pachavo nenzira isiri yehunyanzvi.

Chirongwa cheMalta UCITS chinogona kusimbiswa nechero yeanotevera mota dzemakambani:

  • Kambani Yekudyara ine Variable Kugovana Mari (SICAV)
  • A Kudyidzana Kudyidzana
  • Chikwata Chekuvimbika
  • Yakajairika Chibvumirano Fund.

pfupiso

Mari dzakasiyana dzakasiyana dzinowanikwa muMalta uye mazano ehunyanzvi, kubva kufemu yakadai seDixcart, inofanirwa kutorwa, kuverengera kuti homwe yemari yakasarudzwa inosangana zvakanakisa nemamiriro ezvinhu uye nemhando dzemusimari anoisa mari muhomwe iyi..

Zvimwe Information

Kana iwe uchida chero rumwe ruzivo nezve mari muMalta, ndokumbira utaure nayo Jonathan Vassallo: zano.malta@dixcart.com, kuDixcart hofisi kuMalta kana kune waunogara uchisangana naye Dixcart.

Green Zvemari Inodyara uye iyo Guernsey Green Fund

'ESG' uye Green Zvemari Inodyara - iyo Guernsey Green Fund

Zvakatipoteredza, zvemagariro pamwe nehutongi ('ESG') uye Green Mari kudyara mari yakwira kumusoro kweanodzora uye evashambadzi ajenda, sekusimba kwakasimba kwekuita sevanozvipira-kuita, vanowedzera-vanoshanda vanochengeta pasi rese ESG shanduko inoenderera.

Iyi shanduko iri kuendeswa kuburikidza neyemari masevhisi mamiriro.

Dhirivhari, Isu uye Hunyanzvi

Institutional, hofisi yemhuri uye akasarudzika masisitimendi akazvimirira evarimi vari kuchinja kuisa zvinhu zvakakura zveESG kudyara - asi iwo mikana yekudyara iri kuunzwa sei?

Dzakazvimiririra uye nemasangano ekudyara dzimba uye emahofisi emhuri anoenderera mberi nekugadzira nyanzvi dzezvikwata zvekupa mazano kuti atungamire nzira dzavo dzeESG uye nekupa aya marongero uye hunyanzvi kune huwandu hwakawanda hwevatengesi, kuburikidza nezvitsva uye zviripo zvikwereti zvemari.

Kune matsva mapoka evashambadziri, vangave masangano, hofisi yemhuri kana zvimwe, vachitarisa kutonga chaiko uye kununura avo vega bespoke ESG mazano, homwe yemari ndiyo tsika inogamuchirwa pasi rose yekuendesa.

Iyo Guernsey Green Fund Kutendeseka

Mu2018 iyo Guernsey Financial Services ('GFSC'), yakaburitsa iyo Guernsey Green Fund mitemo, ichigadzira yekutanga nyika inodzora green green fund fund chigadzirwa.

Chinangwa cheGuernsey Green Fund ndechekupa chikuva panogona kuiswa mari muzvirongwa zvakasiyana siyana zvegirini.

Iyo Guernsey Green Fund inowedzera mukana wevashambadzi kune yakasvibirira nzvimbo yekudyara nekupa chakavimbika uye chakajeka chigadzirwa chinopa kune zvakabvumiranwa pasi rose zvinangwa zvekudzora kukanganisa kwenzvimbo uye shanduko yemamiriro ekunze.

Vavaki vemari muGuernsey Green Fund vanokwanisa kuvimba nezita reGuernsey Green Fund, yakapihwa kuburikidza nekuteerera iyo Guernsey Green Fund Mitemo, kumiririra chirongwa chinosangana nenzira dzakakodzera dzekudyara zvakasvibirira uye chine chinangwa cheketi yakanaka inokanganisa zvakatipoteredza.

Kununura Guernsey Green Fund

Chero kirasi yeGuernsey fund inogona kuzivisa nezvechinangwa chayo kusarudzwa Guernsey Green Fund; kunyangwe yakanyoreswa kana kupihwa mvumo, yakavhurika-yakapera kana yakavharwa-yakapera, ichipa iyo inosangana nemvumo yekukodzera.

Iyo GFSC ichatara Guernsey Green Funds pawebhusaiti yayo uye inobvumidza kushandiswa kweGuernsey Green Fund logo kuti ishandiswe pazvinhu zvakasiyana siyana zvekushambadzira uye zvemashoko (zvinoenderana nemitemo yeGFSC yekushandisa logo). Mari yakakodzera inogona kuratidza zvakajeka Guernsey Green Fund kudomwa uye kutevedzera iyo Guernsey Green Fund Mitemo.

Iyo GFSC parizvino iri mubishi kunyoresa iyo Guernsey Green Fund logo seyekutengesa-chiratidzo neGuernsey's Intellectual Property Office webhusaiti.

Dixcart Fund Services muGuernsey

Isu tinoona yakareruka-inobata, yakavharwa-yakapera, Guernsey Yakazvimirira Investment Fund masisitimu seanonyanya kukwezva kumahofisi emhuri uye mamaneja emapurani epamhepo emakambani akazvimirira, vachitsvaga kutora nongedzo yakanangana uye nekuendesa bespoke ESG nzira dzekudyara.

Isu tinoshanda takanangana navanachipangamazano vezvemitemo uye manejimendi ekudyara kuendesa, kubata pamwe nekugadzirisa zvivakwa zvemari.

Zvimwe Information

Kuti uwane rumwe ruzivo nezve Dixcart Fund Services muGuernsey uye nekwaunotangira, ndapota nyorera Steve de Jersey, muhofisi yeDixcart kuGuernsey: zano.guernsey@dixcart.com.

Malta Funds - Ndeapi Mabhenefiti?

kumashure

Malta yakagara iri sarudzo yakasimbiswa yemaneja emari ari kutsvaga kumisikidza munzvimbo ine mukurumbira yeEU uku ichidhura.

Ndeupi Mhando Yemari Inopa Malta?

Sezvo Malta yakava nhengo yeEU muna 2004, yakaisa huwandu hwehutongi hweEU mari, kunyanya; iyo 'Alternative Investment Fund (AIF)', iyo 'Undertakings yeKubatanidzwa Investment muTransferities Securities (UCITS)' hurumende, uye 'Professional Investor Fund (PIF)'.

Muna 2016 Malta yakaunzawo 'Notified Alternative Investment Fund (NAIF)', mukati memazuva gumi ebhizinesi ekupedzisa magwaro ekuzivisa, Malta Financial Services Authority (MFSA), ichasanganisira iyo NAIF pane yayo yepamhepo runyorwa rweAIFs yakaziviswa yekumira kwakanaka. . Mari yakadaro inoramba yakazara EU ichiteerera uye zvakare mabhenefiti kubva kuEU kodzero dzekupasa.

EU Inobatanidza Investment Schemes

Mutsetse we European Union Mirayiridzo tendera zvirongwa zvekudyara pamwe kushanda zvakasununguka muEU, pahwaro hwebvumirano imwe chete kubva kune imwe nhengo yenyika

Hunhu hweiyi EU anotarwa mari anosanganisira:

  • Chimiro chemubatanidzwa wemuchinjikwa unobatanidza pakati pemarudzi ese emari inodzorwa neEU, inobvumidzwa uye inozivikanwa nenhengo imwe neimwe yenyika.
  • Kuyambuka muganho tenzi-feeder zvivakwa.
  • Management kambani pasipoti, iyo inobvumidza iyo EU inodzorwa homwe yakagadzwa mune imwe nhengo yenhengo yeEU kutarisirwa nekambani manejimendi mune imwe nhengo yenyika.

Dixcart Malta Fund Rezinesi

Ihofisi yeDixcart muMalta inobata rezinesi rehomwe uye nokudaro inogona kupa huwandu hweshumiro hwakakwana kusanganisira; fund manejimendi, accounting uye shareholder kuzivisa, yemakambani masevhisi masevhisi, shareholder masevhisi uye kukosha.

Zvakanakira Kugadzira Fund muMalta

Bhenefiti yakakosha yekushandisa Malta sedanho rekumisikidza homwe ndeye mari yekuchengetedza. Iyo fizi yekumisikidza homwe muMalta uye yehomwe manejimendi masevhisi yakadzikira zvakanyanya kupfuura mune mamwe matunhu mazhinji. 

Zvakanakira zvinopihwa neMalta zvinosanganisira: 

  • Inhengo yeNhengo yeEU kubvira 2004
  • Nzvimbo ine mukurumbira wezvemari, Malta yakaiswa pakati pematatu epamusoro emari mune Global Financial Centers Index
  • Mutevedzeri mumwechete weBanking, Securities uye Inishuwarenzi - inowanikwa zvakanyanya uye yakasimba
  • Yakagadziriswa mhando yepasirese vanopa sevhisi munzvimbo dzese
  • Vanokwanisa basa
  • Yakaderera mashandiro emitengo kupfuura mamwe masimba eEuropean
  • Kurumidza uye yakapusa set-up maitiro
  • Anochinjika ekudyara zvivakwa (SICAV's, matirastii, kudyidzana etc.)
  • Mitauro yemitauro yakawanda nehunyanzvi - inyika inotaura Chirungu ine nyanzvi dzinowanzo taura mitauro mina
  • Mari yakanyorwa pane iyo Malta Stock Exchange
  • Mikana yekugadzirwa kwemamburera mari
  • Kudzora-kutonga mirau kuri munzvimbo
  • Mikana yekushandisa vekunze mari mamaneja nevachengeti
  • Inonyanya kukwikwidza mutero chimiro mukati meEU, zvakadaro zvakazara OECD inoenderana
  • Yakanakisa samambure eakaviri mutero zvibvumirano
  • Chikamu cheEurozone

Ndeapi maRubatsiro Yekugadzika Fund muMalta?

Malta ine yakanaka mutero hutongi uye yakazara Double Mutero Chibvumirano network. Chirungu ndiyo mutauro wepamutemo webhizinesi, uye mitemo yese nemirau inoburitswa muChirungu.

Mari muMalta inonakidzwa nemimwe mibairo yemitero, inosanganisira:

  • Hapana basa rechitambi pane nyaya kana kuendesa masheya.
  • Hapana mutero pane iyo mambure aseti kukosha kwechirongwa.
  • Hapana chekubvisa mutero pazvikamu zvakabhadharwa kune vasiri vagari.
  • Hapana mutero pamari inowanikwa mukutengeswa kwemasheya kana mayuniti nevasiri vagari.
  • Hapana mutero pamari inowanikwa mukutengeswa kwemasheya kana zvikamu zvevagari vakapihwa akadai masheya / zvikamu zvakanyorwa paMalta Stock Exchange.
  • Mari dzisiri dzakatemerwa dzinonakidzwa nekuregererwa kwakakosha, uko kunoshanda kumari nekuwana kwehomwe.

pfupiso

Mari yeMalta inozivikanwa nekuda kwekuchinjika kwavo uye nemitero inoshanda maficha avanopa. Mari yakajairika yeUCITS inosanganisira equity mari, bond bond, mari yemusika mari uye mhedzisiro yekudzoka mari.

Zvimwe Information

Kana iwe uchida chero rumwe ruzivo nezve kuumba homwe muMalta, ndokumbira utaure kune waunogara Dixcart kuonana kana ku Jonathan Vassallo paDixcart hofisi muMalta: zano.malta@dixcart.com

Kuti uenderere mberi kuverenga ichi chinyorwa, nyoresa kuti ugamuchire Dixcart tsamba dzetsamba.
Ndinobvumirana na Privacy Notice.

Malta Funds - Ndeapi Mabhenefiti?

kumashure

Malta yakagara iri sarudzo yakasimbiswa yemaneja emari ari kutsvaga kumisikidza munzvimbo ine mukurumbira yeEU uku ichidhura.

Ndeupi Mhando Yemari Inopa Malta?

Sezvo Malta yakava nhengo yeEU muna 2004, yakaisa huwandu hwehutongi hweEU mari, kunyanya; iyo 'Alternative Investment Fund (AIF)', iyo 'Undertakings yeKubatanidzwa Investment muTransferities Securities (UCITS)' hurumende, uye 'Professional Investor Fund (PIF)'.

Muna 2016 Malta yakaunzawo 'Notified Alternative Investment Fund (NAIF)', mukati memazuva gumi ebhizinesi ekupedzisa magwaro ekuzivisa, Malta Financial Services Authority (MFSA), ichasanganisira iyo NAIF pane yayo yepamhepo runyorwa rweAIFs yakaziviswa yekumira kwakanaka. . Mari yakadaro inoramba yakazara EU ichiteerera uye zvakare mabhenefiti kubva kuEU kodzero dzekupasa.

EU Inobatanidza Investment Schemes

Mutsetse we European Union Mirayiridzo tendera zvirongwa zvekudyara pamwe kushanda zvakasununguka muEU, pahwaro hwebvumirano imwe chete kubva kune imwe nhengo yenyika

Hunhu hweiyi EU anotarwa mari anosanganisira:

  • Chimiro chemubatanidzwa wemuchinjikwa unobatanidza pakati pemarudzi ese emari inodzorwa neEU, inobvumidzwa uye inozivikanwa nenhengo imwe neimwe yenyika.
  • Kuyambuka muganho tenzi-feeder zvivakwa.
  • Management kambani pasipoti, iyo inobvumidza iyo EU inodzorwa homwe yakagadzwa mune imwe nhengo yenhengo yeEU kutarisirwa nekambani manejimendi mune imwe nhengo yenyika.

Dixcart Malta Fund Rezinesi

Ihofisi yeDixcart muMalta inobata rezinesi rehomwe uye nokudaro inogona kupa huwandu hweshumiro hwakakwana kusanganisira; fund manejimendi, accounting uye shareholder kuzivisa, yemakambani masevhisi masevhisi, shareholder masevhisi uye kukosha.

Zvakanakira Kugadzira Fund muMalta

Bhenefiti yakakosha yekushandisa Malta sedanho rekumisikidza homwe ndeye mari yekuchengetedza. Iyo fizi yekumisikidza homwe muMalta uye yehomwe manejimendi masevhisi yakadzikira zvakanyanya kupfuura mune mamwe matunhu mazhinji. 

Zvakanakira zvinopihwa neMalta zvinosanganisira: 

  • Inhengo yeNhengo yeEU kubvira 2004
  • Nzvimbo ine mukurumbira wezvemari, Malta yakaiswa pakati pematatu epamusoro emari mune Global Financial Centers Index
  • Mutevedzeri mumwechete weBanking, Securities uye Inishuwarenzi - inowanikwa zvakanyanya uye yakasimba
  • Yakagadziriswa mhando yepasirese vanopa sevhisi munzvimbo dzese
  • Vanokwanisa basa
  • Yakaderera mashandiro emitengo kupfuura mamwe masimba eEuropean
  • Kurumidza uye yakapusa set-up maitiro
  • Anochinjika ekudyara zvivakwa (SICAV's, matirastii, kudyidzana etc.)
  • Mitauro yemitauro yakawanda nehunyanzvi - inyika inotaura Chirungu ine nyanzvi dzinowanzo taura mitauro mina
  • Mari yakanyorwa pane iyo Malta Stock Exchange
  • Mikana yekugadzirwa kwemamburera mari
  • Kudzora-kutonga mirau kuri munzvimbo
  • Mikana yekushandisa vekunze mari mamaneja nevachengeti
  • Inonyanya kukwikwidza mutero chimiro mukati meEU, zvakadaro zvakazara OECD inoenderana
  • Yakanakisa samambure eakaviri mutero zvibvumirano
  • Chikamu cheEurozone

Ndeapi maRubatsiro Yekugadzika Fund muMalta?

Malta ine yakanaka mutero hutongi uye yakazara Double Mutero Chibvumirano network. Chirungu ndiyo mutauro wepamutemo webhizinesi, uye mitemo yese nemirau inoburitswa muChirungu.

Mari muMalta inonakidzwa nemimwe mibairo yemitero, inosanganisira:

  • Hapana basa rechitambi pane nyaya kana kuendesa masheya.
  • Hapana mutero pane iyo mambure aseti kukosha kwechirongwa.
  • Hapana chekubvisa mutero pazvikamu zvakabhadharwa kune vasiri vagari.
  • Hapana mutero pamari inowanikwa mukutengeswa kwemasheya kana mayuniti nevasiri vagari.
  • Hapana mutero pamari inowanikwa mukutengeswa kwemasheya kana zvikamu zvevagari vakapihwa akadai masheya / zvikamu zvakanyorwa paMalta Stock Exchange.
  • Mari dzisiri dzakatemerwa dzinonakidzwa nekuregererwa kwakakosha, uko kunoshanda kumari nekuwana kwehomwe.

pfupiso

Mari yeMalta inozivikanwa nekuda kwekuchinjika kwavo uye nemitero inoshanda maficha avanopa. Mari yakajairika yeUCITS inosanganisira equity mari, bond bond, mari yemusika mari uye mhedzisiro yekudzoka mari.

Zvimwe Information

Kana iwe uchida chero rumwe ruzivo nezve kuumba homwe muMalta, ndokumbira utaure kune waunogara Dixcart kuonana kana ku Jonathan Vassallo paDixcart hofisi muMalta: zano.malta@dixcart.com

Guernsey Inowedzera yavo Yakavanzika Investment Funds (PIF) Regime Kugadzira Yemazuva Ano Mhuri Pfuma Sisitimu

Mari Yekudyara - YePfuma Yakavanzika Kurongeka

Kutevera kubvunzana neindasitiri mu2020, iyo Guernsey Financial Services Commission (GFSC) yakagadzirisa yayo Yakavanzika Investment Fund Regime (PIF), kuwedzera sarudzo dziripo dzePIF. Mitemo mitsva yakatanga kushanda musi wa22 Kubvumbi 2021 uye yakabva yatsiva Mitemo Yekunze Yekudyara Yega, 2016.

Nzira 3 - Yemhuri Hukama Yakazvimirira Investment Funds (PIF)

Iyi inzira nyowani isingade GFSC Rezinesi maneja. Iyi nzira inogonesa bespoke yakavanzika hupfumi chimiro, inoda hukama hwemhuri pakati pevatengesi, kuti igadzirwe, iyo inofanirwa kuzadzisa zvinotevera nzira:

  1. Vese vatengesi vanofanirwa kugoverana hukama hwemhuri kana kuve "anokodzera mushandi" wemhuri iri kubvunzwa (mushandi anokodzera mune ino mamiriro anofanirawo kuzadzisa tsananguro yekukodzera muzvinabhizimusi akazvimirira pasi peRoute 2 - iyo Inokodzera Yakazvimirira Investor PIF);
  2. Iyo PIF haifanire kutengeswa kunze kweboka remhuri;
  3. Kukura kwemari kubva kunze kwehukama hwemhuri hakubvumirwe;
  4. Mari iyi inofanirwa kuve neGuernsey Administrator, yakapihwa marezinesi pasi peKudzivirirwa kweVashambadziri (Bailiwick yeGuernsey) Mutemo 1987, wakagadzwa kwairi; uye
  5. Sechikamu chePIF kunyorera, iyo PIF Administrator inofanirwa kupa iyo GFSC chiziviso chekuti maitiro anoshanda aripo kuti ave nechokwadi chekuti vese vanoita mari vanozadzisa zvinodiwa nemhuri.

Ndiani Achave Mota iyi Achave Anonyanya Kufarira Kuna?

Hapana dudziro yakaoma ye'ukama hwemhuri 'inopihwa, iyo inogona kubvumidza huwandu hwakawanda hwehukama hwemhuri hwemazuva ano uye simba remhuri kugadzirirwa.

Zvinotarisirwa kuti iyo Route 3 PIF ichave inonyanya kufarira kumhuri dzakakwira-dzakakwira-dzakakosha uye mahofisi emhuri, seyakagadziriswa mamiriro kuburikidza nekugadzirisa midziyo yemhuri uye zvirongwa zvekudyara.

Maitiro Matsva Emazuva Ano Mhuri Pfuma Management

Kuzivikanwa kwetsika chivimbo uye hwaro zvimiro zvinosiyana pasirese pasirese, zvichienderana nekuti hutongi hunoziva mutemo wakajairika kana mutemo wevanhu. Kuparadzaniswa pakati pezvemutemo uye zvinobatsira kuve muridzi wemidziyo inowanzo kuve pfungwa yekugumburisa mukushandisa kwavo.

  • Mari dzinozivikanwa pasi rose uyezve dzinoonekwa uye dzinonzwisiswa masisitimu epfuma yehupfumi uye, munzvimbo yekuwedzera kudiwa kwemirau, kujekesa uye kuzvidavirira, inopa imwe yakanyoreswa uye yakatemerwa imwe nzira kune echinyakare maturusi.

Izvo zvinodikanwa zvemhuri dzazvino uye mahofisi emhuri zviri kuchinjawo uye zviviri zvekufunga izvo zvave kunyanya kujairika ndezvi:

  • Iko kudiwa kwekutonga kuri pamutemo zviri pamutemo, nemhuri, pamusoro pekuita sarudzo uye nhumbi, izvo zvinogona kuwanikwa neboka rinomiririra nhengo dzemhuri dzinoshanda sedare revatungamiriri vekambani inochengetedza mari; uye;
  • Iko kudiwa kwekubatana kwemhuri kwakapamhama, kunyanya chizvarwa chinotevera, icho chinogona kutsanangurwa mugwaro remhuri rakanamatira kuchikwama.

Chii chinonzi Gwaro reMhuri?

Bumbiro remhuri inzira inobatsira yekutsanangura, kuronga nekubvumirana mafungiro nemaitiro pazvinhu zvakaita sekuchengetedzwa kwenzvimbo, zvemagariro pamwe nehutongi kudyara nekupa rupo.

Iyo bumbiro inogona zvakare kutsanangura zviri pamutemo kuti nhengo dzemhuri dzinogona kuvandudzwa sei maererano nedzidzo, kunyanya pazvinhu zvemhuri zvemari, uye nekuita kwavo mukutungamira kwehupfumi hwemhuri.

Iyo Route 3 PIF inopa bespoke uye zvine hungwaru sarudzo dzekugadzirisa dzakasiyana nzira dzekuparadzira hupfumi uye manejimendi kumhuri yese.

Makirasi akapatsanurwa emayunitsi emari anogona kugadzirirwa mapoka emhuri akasiyana kana nhengo dzemhuri, zvichiratidza mwero wekubatanidzwa, mamiriro emhuri akasiyana, uye mari inowaniswa nemari yekudyara. Midziyo yemhuri inogona kubatanidzwa, semuenzaniso, mumasero akapatsanurwa mukati mekamuri rakachengetedzwa remari yekambani, kubvumidza manejimendi emakirasi akasarudzika nenhengo dzemhuri uye kupatsanurwa kwezvinhu zvakasiyana nenjodzi yekudyara muhupfumi hwemhuri.

Iyo nzira 3 PIF inogona kubvumidza hofisi yemhuri kuvaka uye humbowo hwekodhi rekodhi mune yekudyara manejimendi.

Dixcart uye Rumwe Ruzivo

Dixcart inobvumidzwa pasi peKudzivirirwa kweVashambadziri (Bailiwick yeGuernsey) Mutemo 1987 kuti ipe PIF manejimendi masevhisi, uye inobata yakazara rezinesi rekupihwa rakapihwa neGuernsey Financial Services Commission.

Kuti uwane rumwe ruzivo nezve hupfumi, chivakwa uye kuronga kwekumisikidza uye kumisikidzwa uye manejimendi yemhuri yakazvimiririra mari yekudyara, ndapota nyorera Steve de Jersey at zano.guernsey@dixcart.com

Iyo 'Inokodzera' Yakavanzika Investor Fund (PIF) - Iyo Nyowani Guernsey Yakazvimirira Investment Fund

Iyo Guernsey 'Inokodzera' Yakavanzika Investor Fund (PIF)

Kutevera kubvunzana neindasitiri mu2020, iyo Guernsey Financial Services Commission (GFSC) yakagadzirisa yayo Yakavanzika Investment Fund Regime, kuwedzera sarudzo dziripo dzePIF. Mitemo mitsva yakatanga kushanda musi wa22 Kubvumbi 2021, uye yakabva yatsiva Mitemo Yekunze Yekudyara Yega, 2016.

Nzira 2 - Inokodzera Yakavanzika Investor (QPI), PIF

Iyi inzira nyowani isingade GFSC Rezinesi maneja.

Iyi nzira, ichienzaniswa neyetsika nzira, inopa yakaderedzwa mashandiro uye mashandiro emitengo, nepo ichichengetedza zvinhu mukati mePIF kuburikidza nekushanda kwakakodzera kwebhodhi uye nepedyo, basa rinoenderera reGuernsey yakasarudzwa ine Chiremera Administrator.

Zvinotarisirwa

Nzira 2 PIF inofanira kuzadzisa zvinotevera nzira:

  1. Vese varairidzi vanofanirwa kusangana netsananguro yeMunhu Anofanirwa Kuzvimiririra Investor sekutsanangurwa muMutemo Wekudyara Mari Yega uye Nhungamiro (1), 2021. Muchiitiko ichi tsananguro inosanganisira kugona ku;
    • ongorora njodzi uye zano rekudyara muPIF;
    • kutakura mhedzisiro yekudyara muPIF; uye
    • inotakura chero kurasikirwa kunobva mukudyara
  2. Hapana anopfuura makumi mashanu emutemo kana echisikigo vanhu vakabata iyo yekupedzisira kufarira hupfumi muPIF;
  3. Huwandu hwekupa kwezvikamu zvekunyorera, kutengesa kana kuchinjanisa hakupfuuri mazana maviri;
  4. Homwe yacho inofanirwa kuve neakasarudzika Guernsey mugari uye ane Rezinesi Administrator akagadzwa;
  5. Sechikamu chekushandisa kwePIF, iyo PIF Administrator inofanirwa kupa iyo GFSC chiziviso chekuti maitiro anoshanda aripo kuti ave nechokwadi chekurambidzwa kwechirongwa kuQPIs; uye
  6. Vashandi vanogamuchira chirevo chekuzivisa mumhando yakatemwa neGFSC.

Ndiani Achafarira Nzira 2 PIF Inokwezva Kwaari?

Iyo Route 2 PIF ichave inonyanya kukwezva kune yakasarudzika yeVasimudziri neManeja sezvo ichideredza kuumbwa kwese uye kuenda-kuenda kwePIF, nepo ichipa yakaringana nhanho yemutemo mudunhu rinodiwa kwazvo reGuernsey.

Iyi nzira inobvumira PIF kuve inozvibata-inokwenenzverwa (iyo inogona kuwedzera kudzikisa mutengo) asi ichiri kubvumidza kuchinjika kwekugadza maneja kana zvichidikanwa.

Iyi nzira inokodzera mamaneja ekudyara, hofisi yemhuri, kana mapoka evanhu kuti vagadzire rekodhi rekodhi yekudyara manejimendi

Iyo GFSC yakacherekedza kuti iyo mitsva yePIF mitemo haikure kana kushandura tsananguro ye 'mubatanidzwa wekudyara chirongwa'.

Dixcart uye Rumwe Ruzivo

Dixcart inobvumidzwa pasi peKudzivirirwa kweVashambadziri (Bailiwick yeGuernsey) Mutemo 1987 kuti ipe PIF manejimendi masevhisi, uye inobata yakazara rezinesi rekupihwa rakapihwa neGuernsey Financial Services Commission.

Kuti uwane rumwe ruzivo nezve zvakavanzika mari yekudyara, ndapota nyorera Steven de Jersey at zano.guernsey@dixcart.com