Fund-linked Notes

Investment Solutions

Fund-Linked Notes

Exchange Traded Instruments

A fund manager with an alternative investment strategy and international investor base is faced with several restrictions by the AIFMD, prohibiting managers from offshore funds, as well as exempt AIFs (those with assets under management below 100 million Euro) from marketing in the EU.

By using a Fund-Linked Note tracking the performance of the fund, fund managers will overcome these difficulties.  They can promote the Fund-Linked ETI to European Investors without the need to file for any private placement regime.

Features of fund-linked Notes:

  • Repackaging of Offshore funds and AIFs
  • Stock Exchange Listing
  • Time to market (4–6 weeks)
  • Offering in the EU

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