私募開放式基金型公司註冊
香港證監會及香港特區政府已推出多項措施及誘因，鼓勵本地基金經理在香港設立在岸基金。Heinbro具備豐富實務經驗，成功協助客戶設立開放式基金型公司（OFC），並樂意與 貴公司攜手合作。
結構簡介
開放式基金型公司
開放式基金型公司制度於2018年7月30日正式實施，經過四年市場諮詢，旨在進一步提升及多元化香港基金平台的發展。該制度優化了相關監管框架，加強開放式基金型公司的監管環境。
香港的開放式基金型公司必須同時向證券及期貨事務監察委員會及公司註冊處註冊。開放式基金型公司的法律地位與《公司條例》下成立的公司相若，具備獨立法人資格。
Advantages
Hong Kong OFCs offer five major advantages over offshore jurisdictions:
Preferential Tax Treatment
It enables fund owners to enjoy preferential tax treatment. There is no cap on relief for transactions incidental to qualifying transactions.
No Minimum Capital Requirement
When an OFC uses the professional investor exemption, there is no minimum amount that each investor must invest.
Lower Operation Costs
Fund owner can dispense with the entire layer of Cayman service providers and pay lesser amount of government fees.
Lighten Compliance Burden
Private OFCs do not have to file their prospectus or marketing materials with the SFC. Compliance with anti-money laundering regulations is easier.
Legal Segregation of Assets Liabilities of Sub-Fund
It offers greater legal certainty through asset and liability segregation as well. The assets and liabilities of each sub-fund will be legally segregated from each other.
Restrictions
Notwithstanding the advantages, some restrictions are imposed on Hong Kong OFCs which are absent in offshore jurisdictions:
Custodian must be Appointed
The appointee must fulfill SFC-imposed eligibility requirements. Custodians must be either eligible under the UT Code or be the SFC Type 1 licensee fulfilling the OFC Code.
Requirements for Director
To become a director of an OFC, one must satisfy relevant requirements in order to receive approval from the SFC. There is also a lack of flexibility in management power distribution.
Approval for Post-Registration Changes
Certain post-registration changes require approval from the SFC. The change of name and material change to an instrument of incorporation requires the SFC approval.
Investment Manager must be Appointed
The OFCs must appoint an investment manager. The manager must hold a Type 9 license and the appointment is subject to SFC’s approval.
資助計劃
開放式基金型公司及房地產投資信託基金
2021年5月10日，香港證監會宣布推出政府資助計劃，為在香港設立開放式基金型公司及房地產投資信託基金提供財務補貼，有效降低設立成本並提升整體成本效益。本公司已多次成功為客戶申請並獲批有關資助，協助其加快基金落地進程，同時減輕初期合規及營運開支壓力。我們熟悉申請要求及審批重點，能提高申請成功率，並樂意協助金融公司把握此項政策優勢。