Managed funds operate in a highly regulated environment. That means constituent and offering documents, operational efficiency and governance, risk and compliance processes are critical to protecting investor interests. Leveraging expert legal guidance to structure, document and offer managed funds to the Australian marketplace enables managed funds businesses to curb risk and focus on investment performance.

PMC Legal translates complex regulatory requirements into clear, actionable strategies. Our legal team guides fund managers through every stage of the fund lifecycle, from wholesale and retail fund formation to the appointment of service providers and assistance with daily operational support. Whether establishing funds vehicles, drafting offering documents, appointing service providers or managing compliance, we’ll provide practical legal solutions tailored to your fund structure and asset class.

Our lawyers bring broad, in-depth experience across retail, wholesale, listed, quoted, dual access and managed discretionary account structures, as well as IDPS and IDPS-like products. Drawing from in-house and private practice experience, we offer clear, actionable legal advice that enables you to establish, manage and grow your funds management business with confidence.