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Fund Solicitation Letter

Fund Solicitation Letter Template for Hong Kong

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Key Requirements PROMPT example:

Fund Solicitation Letter

"I need a Fund Solicitation Letter for a new Hong Kong-based hedge fund targeting professional investors in Asia, with a minimum investment of USD 1 million, to be distributed in March 2025."

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Document background
The Fund Solicitation Letter is a crucial document in Hong Kong's investment landscape, used when fund managers or investment companies seek to attract potential investors to their investment funds. This document must strictly comply with Hong Kong's Securities and Futures Commission (SFC) regulations, particularly regarding investor classification, risk disclosure, and marketing restrictions. The letter typically combines marketing elements with regulatory requirements, including detailed fund information, investment strategies, risk factors, and necessary disclaimers. It's particularly important in contexts involving professional investors and must be carefully drafted to ensure compliance with Hong Kong's securities laws while effectively communicating the investment opportunity.
Suggested Sections

1. Letterhead and Date: Official fund manager/company letterhead with date and reference number

2. Recipient Details: Recipient's name, title, and address

3. Fund Introduction: Brief overview of the fund, its objectives, and investment strategy

4. Key Investment Terms: Essential terms including minimum investment, fees, and subscription process

5. Risk Factors: Summary of key risks associated with the investment

6. Regulatory Disclosures: Required SFC disclaimers and regulatory statements

7. Professional Investor Statement: Declaration regarding professional investor status if applicable

8. Contact Information: Details for further inquiries and subscription

9. Signature Block: Authorized signatory details and signature

Optional Sections

1. Track Record Summary: Include when the fund has existing performance history to showcase

2. Investment Team: Add when the team's expertise is a key selling point

3. Tax Considerations: Include for cross-border investments or when tax implications are significant

4. Subscription Process: Detailed process when immediate subscription is being sought

5. Distribution Policy: Include for funds with regular distribution features

Suggested Schedules

1. Fund Performance Details: Detailed historical performance data and metrics

2. Subscription Form: Standard form for indicating interest or subscribing to the fund

3. Professional Investor Assessment Form: Form for confirming professional investor status

4. Fee Schedule: Detailed breakdown of all applicable fees and charges

5. Investment Strategy Details: In-depth explanation of the fund's investment approach and methodology

6. Risk Disclosure Statement: Comprehensive list of all potential risks and risk factors

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions






























Clauses




















Relevant Industries

Asset Management

Investment Banking

Private Equity

Hedge Funds

Wealth Management

Financial Services

Investment Management

Fund Distribution

Professional Services

Banking

Relevant Teams

Legal

Compliance

Investment Management

Risk Management

Marketing

Business Development

Product Development

Client Relations

Fund Operations

Distribution

Relevant Roles

Fund Manager

Compliance Officer

Legal Counsel

Investment Director

Relationship Manager

Chief Investment Officer

Risk Manager

Marketing Director

Business Development Manager

Investment Advisor

Portfolio Manager

Managing Director

Chief Executive Officer

Product Manager

Distribution Manager

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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