Investment Funds

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We advise investment funds and investment fund companies on the full range of their operations. We provide comprehensive legal services connected with obtaining permits to establish investment funds, approvals of prospectuses for public closed-end investment funds and launching foreign investment funds on the Polish market.

Our lawyers dealing with investment funds form one of the largest teams of this type at Polish law firms. They have unique experience on the Polish market in servicing investment funds and investment fund companies, as well as foreign funds connected with the Polish market.

Our team has specialized in individual legal issues related to investment funds. Our lawyers have participated in developing many innovative structures and models of fund operation.

A number of successful solutions developed on the basis of our lawyer’s practice is now operational in all investment fund companies on the Polish market. Some of these solutions are also reflected in legislation introduced in Poland. Our lawyers often took an active part in the legislative process concerning investment funds.

Our lawyers represent, among others, investment fund companies and investment funds in proceedings before common courts of law and courts of arbitration, as well as proceedings before public administration authorities, including, in particular, the Polish Financial Supervision Authority, in all kinds of proceedings. We also advise on the introduction of foreign investment fund notifications to the Polish market.

Our most successful operations on the investment funds market include our involvement in leading to:

  • the establishment of the first Polish closed-end investment fund organized in accordance with the Investment Funds Act;
  • the establishment of the first Polish dedicated closed-end investment fund;
  • the establishment of the first Polish guaranteed closed-end investment fund;
  • the establishment of the first Polish specialized closed-end investment fund capable of investing in real estate;
  • the establishment of the first Polish specialized closed-end investment fund;
  • the establishment of the first Polish specialized open-end investment fund;
  • the establishment of the first Polish hedging fund;
  • the first merger of open-end investment funds on the Polish market;
  • the first takeover of investment fund management on the Polish market;
  • the establishment of the first master-feeder fund on the Polish market;
  • the establishment of the first Polish closed-end investment fund implementing the common international standard of private equity funds in the form of Limited Partnership.