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ARTICLE · 20 MARCH 2026

Bermuda Investment Funds - Spring 2026 Update

Carey Olsen
Carey Olsen
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Briefing Summary:Our investment funds team outline the latest developments within the investment funds market in Bermuda, including updates to the Beneficial Ownership Regime...

BermudaFinance and Banking
Michelle Falcucci
Michelle Falcucci
Matthew Grigg
Matthew Grigg
Steven Rees Davies
Steven Rees Davies
Gavin Woods
Gavin Woods
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Briefing Summary:

Our investment funds team outline the latest developments within the investment funds market in Bermuda, including updates to the Beneficial Ownership Regime and the personal declaration forms for directors and officers.

Bermuda's Beneficial Ownership regime - updates for the investment funds sector

On 3 November 2025, the Beneficial Ownership Act 2025 ("BO Act") was officially enacted in Bermuda. The new regime mandates more comprehensive transparency measures concerning beneficial ownership to combat money laundering, tax evasion and terrorist financing.

Investment funds in Bermuda are usually structured as either an exempted company, exempted limited partnership, limited liability company or unit trust registered or authorised in Bermuda as an investment fund. Prior to the enactment of the BO Act, the applicable legislation for each type of legal structure previously exempted investment funds and certain other regulated entities

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