Investment Funds

TozziniFreire features a team of lawyers exclusively dedicated to Asset Management & Fund Formation markets. Our work comprises assisting local and foreign clients, from small to large-sized companies, throughout the process of structuring an investment vehicle. The process usually begins with advisory work concerning aspects relevant to offers of securities in the universe of investment funds in Brazil. Additionally, depending on the business model of the client, we undertake the respective initial legal mapping, which will define our recommendation for the proper structure model from the tax and regulatory perspectives, based on the client"s profile. Therefore, our team is highly skilled in structuring and setting up investment funds in Brazil, as well as in the constitution and accreditation of Asset Managers and other regulated entities.

Thus, our legal assistance to investment funds also includes day-to-day operations related to all regulatory issues that may arise throughout the lifecycle of the funds. This way, we have a consolidated relationship with all sorts of Asset Managers, Trustees, Custodians, Distributors (DTVM), Financial Institutions, Autonomous Agents (AAIs), Multi- and Single-Family Offices, Pension Funds (EFPCs), Investment Banks, Multiple Banks, and Fintechs.