Alwyn has extensive experience in establishing and seeking SFC-authorisation of unit trusts and mutual funds domiciled in Hong Kong and overseas, with particular expertise in ESG funds, RMB denominated funds, QFI funds and UCITS funds. He also advises on fund restructurings, and assists clients with on-going compliance and post-authorisation issues.
In addition, Alwyn advises on the structuring and establishment of private investment funds. He regularly advises on regulatory matters across a broad spread of issues affecting the asset management industry in Hong Kong. He helps clients to set up their Hong Kong offices and obtain appropriate SFC licences.
Alwyn is experienced in advising on Hong Kong profits tax and stamp duty issues.
Highlights
As one of the leading partners in the area of Mainland China-related investment funds, Alwyn and his team advised over 90% of the first two batches of South-bound funds to obtain SFC approval under the Mainland-Hong Kong mutual recognition of funds scheme since its launch in 2015. Other highlights include:
assisting a leading global investment firm in obtaining SFC authorisation of index funds tracking the reference portfolios of the MPFA’s Default Investment Scheme regime
advising on the setting up and authorisation of the first unlisted public SFC-authorised open-ended fund company (OFC) in Hong Kong
advisinga clienton transitioning its SFC-authorised futures and options fund into a retail hedge fund – it is the only SFC-authorised retail hedge fund in the market
advising a major fund houseon its entry into Switzerland under the Swiss-HK mutual fund recognition scheme – the first in the market
advising multiple fund managers on Shanghai-Hong Kong Stock Connect issues in relation to their Hong Kong offering documents
We use cookies to enhance your experience on our website. By continuing to use this website, you agree to the use of these cookies. For more information on how we use cookies, and to learn how you can change your cookie settings, please view our Privacy & Information Collection policy.
This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
Cookie
Duration
Description
cookielawinfo-checkbox-analytics
11 months
This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional
11 months
The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary
11 months
This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others
11 months
This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance
11 months
This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy
11 months
The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.