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Expanding Offshore – A Guide for Chinese Onshore Fund Managers

Written by Gene Chan | Dec 20, 2024 12:27:58 PM

Expanding offshore can be a complex but rewarding process for Chinese fund managers. Hong Kong and Singapore are common choices for such offshore expansion due to their strategic locations and robust financial systems. However, selecting a new jurisdiction involves several important considerations, such as understanding the regulatory framework, operational expectations and international best practices. There's no one-size-fits-all approach to offshore expansion. When choosing an offshore jurisdiction, Managers must evaluate their circumstances, strategies and expansion plans. And most importantly, care should be taken when selecting the right service provider to partner with who can guide them in their journey.

There are 5 key considerations when expanding offshore in Hong Kong & Singapore:

  1. Regulatory Environment – Choose a provider that understands how to navigate the stringent compliance requirements across diverse jurisdictions.
  2. Fund Structuring – The right provider will help you select the optimal structure for investor satisfaction.
  3. Investor Base – Tailor your offerings to meet local and international investor expectations and demand.
  4. Operational Considerations – Choose a provider that ensures smooth, scalable operations and has a presence in the jurisdiction to provide local support.
  5. Investment Strategies – Choose a flexible strategy that allows you to adapt to capitalize on regional trends and opportunities.

Venturing into offshore markets requires planning and a deep understanding of the distinct regulatory and operational landscapes. Adapting your strategies to align with the specific demands of your chosen jurisdiction and investor base is key to ensuring a smooth and successful expansion. With SS&C, you can confidently venture into these new territories, leveraging our expertise and trusted name to support your expansion.

To learn more about the 5 key considerations and our extensive range of solutions for your alternative funds, download our "Expanding Offshore – A Guide for Chinese Onshore Fund Managers" brochure.