BVI (Professional) Mutual Fund

This sample BVI mutual fund ppm offering memorandum operates as a “Professional Fund” within the meaning of the British Virgin Islands Securities and Investment Business Act 2010 (as amended) (“SIBA”).

This is an actual offering document used to raise investment. You simply update the document, have your legal counsel review it, and save thousands of dollars.

This package includes the private placement memorandum, Memorandum and Articles of Association and investors subscription agreement. Structured with two classes of shares, management fee, performance (carried interest) fee, lock-up period, high water mark, and tax summary.


  • Memorandum of Association
  • Articles of Association
  • Offering Memorandum (PPM)
  • Investor Questionnaire
  • Subscription Agreement
  • Foreign Country Legends
  • PPM distribution list (excel)