Private Funds & Qualified Investors
What is the sales process for a general private fund?
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The distributor must first verify whether the investor is a qualified investor. The asset manager prepares a key product description and provides it to the distributor, which must review it in advance, deliver it to general investors, and use it when soliciting and selling the investment.
After selling to general investors, the distributor checks whether the fund is being managed in line with the description.
This answer is general financial information as of 14-10-2026, not investment advice. Rules and tax rates change, so please also check the latest guidance from the source institution.
