Corporate & Capital
Investment Fund Agreements
Specialized legal advisory establishing real estate investment funds and private equity funds in compliance with Capital Market Authority regulations.
Overview & Legal Definition
Establishing an investment fund — whether a Real Estate Investment Trust (REIT) or a private equity fund — requires precise legal structuring aligned with Capital Market Authority (CMA) regulations and investment fund rules.
Core Elements of Fund Structuring
- 1Fund Information Memorandum: the document defining investment strategy, investor rights, and risks.
- 2Fund Management Agreement between the fund manager and investors, including management fees and incentives.
- 3Distribution and redemption mechanisms and investor rights upon liquidation of the fund or a portion thereof.
- 4Governance and periodic disclosure requirements before the Capital Market Authority.
Common Regulatory & Capital Risks
- Exposure of the fund manager to financial penalties and fines due to neglect of disclosure and transparency terms.
- Violation of the Real Estate Investment Funds Regulations, leading to the rejection of the fund license by CMA.
- Disputes with unit holders due to vague drafting regarding dividend distribution ratios or asset liquidation.
Our Services
Preparing the legal documentation required to establish real estate and private equity investment funds.
Drafting fund management agreements and the relationship between the fund manager and investors.
Reviewing ongoing regulatory compliance before the Capital Market Authority.
Related Network Contracts
Frequently Asked Questions
Our Standards
Licensed Firm
Formally licensed by the Ministry of Justice under License No. 48189.
Banking Pedigree
Led by a former Vice President of Riyad Bank's Legal & Compliance division.
PDPL Compliance
Full alignment with Saudi Personal Data Protection Law regarding communications.
Related Legal Services
حجز استشارة
اطلب استشارة قانونية
املأ النموذج المرفق وأرفق المستندات المطلوبة، وسيقوم فريقنا بدراسة الطلب والتواصل معكم خلال 24 ساعة.