Rockfire Capital Provides Assistance with Investment Offer Documents and with Fund Structures
Rockfire Investment Management provides a range of specialist services notable for flexibility and for being client-focused and tailored to each client’s particular needs. Rockfire Capital is a business that can assist in producing investment offer documents when required. Investment offer documents refer to a variety of documents that are utilised in order to secure an investment from an investor in accordance with the investment offer's clear terms and conditions. Most cases require that the investment offer document is drafted in compliance with the applicable regulations relevant to the content and issuing of financial promotions. Under section 21 of FSMA 2000, either an authorised firm must undertake a financial promotion or the content of the communication in question must be approved by an authorised firm. It is a criminal offence for a financial promotion to be undertaken otherwise, with 'financial promotion' here used to mean inviting or inducing another party to engage in investment activity.
As Rockfire Capital is an authorised firm, it is capable of assisting in the production of an effective investment offer document, thus optimising fund raising while ensuring adherence to the regulations surrounding this activity. Rockfire Capital professionals are highly experienced and knowledgeable, making them able to expertly produce documents containing all the information that an investor could need, including the relevant application forms.
Rockfire Capital understands the requirements of an investment offer document, which include details such as applicable asset valuations, an executive summary of the fund, the funds' investment objective, any applicable debt facilities and tax advice, explanations of fund structures used, and relevant investor application forms. This list of details does not cover all of the details which may be included. Rockfire Investment Management has the expertise necessary to produce effective investment offer documents with the necessary details.
Rockfire Investment Management professionals are also understanding with respect to fund structures, and will advise on the most efficient structure for a particular fund. LLPs are amongst the commonly utilised vehicles. Rockfire Capital advises on a variety of financial matters, but structuring of investment funds is one of the most common questions asked of Rockfire Capital. The team at Rockfire Capital has the knowledge to advise on which fund structure best fits the relevant aims and objectives, as well as which structure will be most efficient and cost effective.