How to obtain private equity funds
Private equity fund is an investment tool provided by professional institutions or individuals. Compared with Public Offering of Fund, the investment threshold of private equity funds is higher, but it also has certain flexibility and customization characteristics. Here's how to get private equity funds collected by Bian Xiao. Welcome to read and share. I hope you will like it.
How to obtain private equity funds
1, the name shall conform to the Regulations on the Administration of Name Registration, and the words "investment fund" are allowed in the names of investment enterprises that have reached the scale;
2. You can use the words "venture capital fund, venture capital fund, equity investment fund and investment fund" in the name;
3. The registered capital is not less than 500 million yuan, all in cash, and the paid-in capital at the time of establishment is not less than 654.38 billion yuan; The registered capital shall be fully paid in accordance with the articles of association or partnership agreement within 5 years;
4. The contribution of a single investor is not less than 6,543,800 yuan, and the general partner in a limited partnership enterprise is not subject to this restriction;
5. At least three senior managers have experience in the management and operation of equity investment funds or related business experience;
6. The business scope of fund enterprises is approved as: investment, investment management and consulting of non-securities business. Fund-based enterprises may apply to engage in other business projects outside the above business scope, but may not engage in the following businesses: issuing loans; Publicly traded securities investment or financial derivatives trading; Raise funds in an open way; Providing guarantees for enterprises other than the invested enterprises;
7. The registered capital of the managed fund company is not less than 30 million yuan, all of which are contributed in cash. At the time of establishment, the paid-in capital of a single investor shall not be less than 1 10,000 yuan, except for the general partner in a limited partnership enterprise.
How to record private equity funds
Preparation of filing materials: according to the requirements of regulatory authorities, prepare the materials needed for filing private equity funds, including but not limited to fund contracts, investment management rules, fund raising plans, etc. Ensure that these materials meet the regulatory requirements and are prepared in a certain format.
Submit filing application: submit filing application in the way and way specified by the regulatory authorities with the required materials and relevant application documents. The specific filing application process and requirements should be operated according to the regulations of local regulatory agencies.
Audit by regulatory authorities: The regulatory authorities will audit the filing materials. They may need further information or on-site verification. The audit may include reviewing the compliance and investment strategy of the fund.
Filing results and registration: If the filing application is passed, the regulatory authorities will publish the filing results and issue corresponding filing certificates on the basis of filing and registration. Private fund managers need to properly keep the filing certificate and make follow-up performance and reports according to regulatory requirements.
The filing significance of private equity funds lies in:
Compliance requirements: filing is an institutional requirement for private equity fund managers to comply with compliance requirements. Filing enables private fund managers to conduct business within the compliance framework and ensure market order and the rights and interests of market participants.
Enhance investor protection: filing requires private fund managers to disclose necessary information, improve the information acquisition ability of private fund investors, and strengthen the supervision of funds, thus enhancing investor protection.
Improve market transparency: filing enables regulators to effectively monitor and regulate the private equity fund market, which improves the transparency of the market and the stability of the overall operation.
Enhance investors' confidence: put on record to prove the legal business identity and business feasibility of private equity fund managers, thus enhancing investors' confidence in private equity funds and increasing their willingness to participate.
How to treat private fund managers
Registration institution of private fund managers: for the purpose of investor protection, private fund managers need to register or file with relevant financial regulatory agencies. You can check the registration information of private fund managers on the official website of the relevant financial regulatory agencies.
Official website, a private equity firm: Many private equity firms have their own official website. You can visit these websites to learn about the background, qualifications, investment strategies and historical performance of private fund managers.
Third-party investment platforms: Many third-party investment platforms provide services for private equity products. You can check the information of private fund managers on these platforms, including background introduction, investment style, product performance and so on.
Financial media and reports: Some financial media and institutions may rate and evaluate private fund managers and publish relevant research reports or review articles. You can learn about the industry reputation and performance of private fund managers through these channels.
Private fund managers play an important role in the operation of private funds, and their roles include:
Investment decision-making and portfolio management: Private fund managers are responsible for formulating investment strategies and decisions of funds and selecting assets and securities with investment value. They conduct asset allocation, position adjustment and risk control according to market conditions, analysis and research.
Professional investment ability: Private fund managers usually have high professional knowledge and experience, and can conduct in-depth research and analysis of the market, find potential investment opportunities, and implement corresponding investment strategies to obtain investment returns.
Risk management and control: Private fund managers are responsible for risk management and control of funds. They will monitor and control the risk of the portfolio, regularly assess the risk status of the portfolio and take necessary measures to manage the risk.
Investor service and communication: Private fund managers fully communicate with investors to provide investors with detailed information, performance reports and investment prospects. They are also responsible for answering investors' questions and providing consulting services.
Compliance and regulatory requirements: Private equity fund managers need to comply with relevant laws, regulations and regulatory requirements, ensure the compliance operation of funds, and perform necessary reporting and disclosure obligations to regulatory agencies.