BELL ROCK · FUND FORMATION

Tell us about your proposed fund.

Outline your fund structure, strategy and launch requirements. We will review your proposal and confirm the next steps.

1. Fund type and structure

Select the proposed route. Regulatory classification depends on the fund’s terms and activities and will be reviewed before formation.

Proposed fund name (optional)

Proposed fund type *

Preferred legal form *

Investment strategy *

Strategy overview *

Proposed arrangement *

2. Investors and fund terms

Target investor profile *

Investor countries *

Will US investors be accepted? *

Target fund size (optional)

Proposed minimum investment (optional)

Proposed redemption terms *

Commitments and capital calls *

Fund term and extensions *

3. Manager and launch requirements

Investment manager details *

Existing service providers (optional)

Services required from Bell Rock *

Target launch timeframe *

Additional requirements (optional)

4. Your contact details

Full name *

Organisation *

Your role (optional)

Business email *

Telephone (optional)

Your relationship to this request *

We will use your information to assess and respond to this request. Read our Privacy Policy. Do not submit identity documents or sensitive personal information.

Your request has been received. Bell Rock will review your proposed fund and contact you using the details provided. No engagement or regulatory registration is confirmed at this stage.

Your request could not be submitted. Please try again or contact info@bellrockgroup.com. Your request has not been confirmed.

Submitting this questionnaire does not establish a fund, confirm regulatory registration or constitute an engagement. Any engagement is subject to Bell Rock’s review and agreed terms. Please do not provide investor identities or compliance documents.