Mutual Funds

Bermuda has been chosen by a number of highly reputable financial institutions including investment and fund managers located in major financial markets as the domicile of choice for various types of mutual funds in an environment in which there are no taxes or stamp duty on the fund or its members and no exchange control restrictions.

Mutual funds may be closed or open-ended and can be privately-held or publicly traded. Whether a money market, equity, bond or commodity-based fund, a Bermuda mutual fund is regulated by the Bermuda Monetary Authority

Bermuda, as a jurisdiction, has been approved as a Designated Territory under the U.K. Financial Services Act for certain collective investment schemes.

Please click here to view our Memorandum on Mutual Funds.