What are your needs?


Economies of scale boost profits and yields for both investors and fund managers. Whether funds are being marketed in various jurisdictions, investments are located internationally or asset management is being carried out over a number of countries, the expert members of the Monterey Funds Club can take care of your interests and assist you in setting up, maintaining and marketing local or international structures. This includes applying for any authorisations, licences, exceptions, exemptions or passports in any of the jurisdictions in which we are represented. 


If you need assistance on subjects beyond our expertise eg tax or audit, we can arrange for these services as well by introducing you to relevant experts.


The Monterey Funds Club forms an international network of local experts


Our expertise lies in knowledge and practical experience in all legal aspects related to the fund industry. Regulatory aspects eg licenses, contracts and negotiations, contacts with securities regulators, assistance in the drafting of prospectuses and marketing material, and setting up and structuring of investment vehicles.  




Track record


For the track record and details and experience of the individual members, please navigate to their curriculum vitae ('Members - CVs' button).





Please feel free to contact one or more members of the Monterey Funds Club. Details of the members can be found on the Members page or in their CV's.