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Thought Leadership

April 20, 2022

Checklist for Non-U.S. Fund Managers Making a Private Fund Offering in the U.S.

The United States represents a large source of potential capital that non-U.S. fund managers often find impossible to ignore. To assist non-U.S. fund managers, we have prepared a checklist that sets out key considerations for non-U.S. fund managers to consider before marketing in the U.S. These considerations include relevant securities laws, tax considerations, benefit plan investor regulations and commodity exchange laws.