Creating a fund for the client
Creation of a fund for the client’s investment strategy
Investment funds are one of the most popular strategies for making profit. To get the maximum return from them, it is necessary to know their structure and the types suitable for each investor. By creating an investment fund, you get one of the possible options for entering the international financial market. When creating a fund, it is important to analyze not only the specifics of its regulation, but also other aspects such as tax, financial, commercial, etc.
In today’s fast-paced and competitive business environment, the skill of creating investment funds is becoming increasingly important. This skill involves creating and managing investment funds, which are combined resources of several investors used to invest in various financial instruments such as stocks, bonds and real estate.
An investment fund is a collective pool of money from various investors that is managed by professionals to generate returns by investing in various securities such as stocks, bonds or real estate. It provides individual investors with access to a diversified portfolio and professional management.
The performance of the fund is determined by the performance of the underlying assets and investors typically receive returns in the form of dividends, interest or capital gains.
Most investment funds allow investors to redeem their investments at any time if certain conditions.
The regulation of investment activities in all countries has changed significantly in recent years. When organizing investment activities, it is necessary to clearly understand all legal aspects in the jurisdiction you are interested in.
BENEDIXUS OÜ will provide expert advice on structuring, implementing, investing and exiting the fund based on the client’s needs by examining and comparing your objectives with the capabilities of the particular jurisdiction and its legislation, taking into account your investment strategy, target markets, requirements and priorities. In this way, you will be able to make the necessary informed decisions and manage your fund in line with your objectives.
Want to manage your finances more efficiently? Welcome to Benedixus!
We know our customer
In order to comply with applicable laws, we also need information from our customers for various purposes. To ensure the best customer experience, it is important that our customers’ data is always correct and up-to-date. In addition, like banks and financial institutions, we must follow the “Know Your Customer” principle.
The requirements presented to us arise from legal norms:
If necessary, we also request additional information about a specific transaction (including the origin of funds, sources of income, content of the transaction, etc.). These documents must be in an understandable language. If necessary, we have the right to ask the client to order an official translation of the documents.
Benedixus OÜ
Registry code: 14733195
Harju maakond, Tallinn, Lasnamäe linnaosa,
Peterburi tee 53-008, 11415, Estonia
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