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ARTICLE · 19 MAY 2011

Platform Funds GUIDE Standard Form Expert Fund (SFEF) Standard Form Unregulate Fund (SFUF) Standard Form Very Private Structure (SFPF) (Company or Partnership)

Collas Crill
Collas Crill
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Collas Crill

Collas Crill

Firm Details: Chief Executive Officer: Jason Romer Managing Partners: Bermuda: Lilla Zuill, BVI:...

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A Platform Fund ("P-Fund") is an investment fund established as a limited liability company or limited partnership, forming part of an umbrella type platform (the "Platform").

JerseyWealth Management

A Platform Fund ("P-Fund") is an investment fund established as a limited liability company or limited partnership, forming part of an umbrella type platform (the "Platform").

The Platform facilitates the appointment of a separate Investment Manager (if required) on a fund by fund basis but uses standard form documents and the same Fund Service Providers to the extent possible in order to (a) reduce time and costs associated with the fund formation process; and (b) increase operational efficiency by promoting familiarity with, and consistency of, fund documentation.

Although the same Platform may be used by multiple Investment Managers, a single Investment Manager may also establish a dedicated Platform as a cost-efficient means for establishing a bouquet of ring-fenced investment portfolios, each with different investment strategies or risk profiles.

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