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ARTICLE · 15 SEPTEMBER 2026

Bermuda Investment Funds - Summer 2026 Update

Carey Olsen
Carey Olsen
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Carey Olsen

Carey Olsen

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The Bermuda Monetary Authority has introduced new sustainability disclosure requirements for investment funds and launched a streamlined Approval in Principle process to accelerate fund registrations. These regulatory developments aim to enhance investor protection while maintaining Bermuda's competitive position in the global investment funds market.

BermudaFinance and Banking
Khayl'La Ball
Khayl'La Ball
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Consultation paper on sustainability-related investment disclosures

In September 2025, the Bermuda Monetary Authority ("BMA") issued a consultation paper introducing sustainability disclosures and prohibition on the use of misleading fund names. The proposals are intended to introduce sustainability disclosures to the investment funds regulatory framework and protecting investors from misleading fund names.

Sustainability-related terms and definitions

Respondents noted that the proposed definition of “sustainable investing” could be too broad and may inadvertently capture funds that consider environmental, social and governance factors as part of their investment process without pursuing a specific sustainability objective.

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