Offshore Fund Company

Offshore fund companies are firms whose products are organized under the laws of a jurisdiction outside Canada and the United States.  FundSERV allows offshore fund companies to set up on our network. 

Before completing the regular application process, offshore fund companies must first establish a relationship with a registered Canadian distributor who meets the following criteria:

  1. In good standing with Canadian regulators
  2. An existing participant on the FundSERV network
To join FundSERV, applicants and their Canadian counterparty must complete the Offshore Fund Company Agreement and gain approval before beginning the regular joining process.