Focus on Environmental Concerns for Professional Investors

APEX worked with with a European investment platform which offers a range of alternative investment opportunities to the professional investor market.

26 August 2022

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One of the reasons we like Jersey so much is that it's embraced ESG in a really rational and flexible manner. And also Jersey funds, other than notification only funds, are eligible to be marketed into the European Union.
Miles Edwards General Counsel & Chief Compliance Officer, Bruderman Brothers

The Client

A European investment platform.

The Challenge

The platform offers a range of alternative investment opportunities to the professional investor market. In a world of enhanced focus on environmental concerns, transactions on this platform aim to facilitate investor access to physical carbon credit exposure. A carbon credit is essentially a “permit” that allows its corporate holder to emit a certain amount of carbon dioxide or other greenhouse gases. Once received, investors benefit from the potential gain in value from trading such assets.

Solution

Using a multi-jurisdictional capital markets structure, Apex incorporated a range of corporate and financial services entities across Jersey, Ireland and Luxembourg; with Jersey being popular for its proximity, reputation, tax neutrality – and for being outside of the EU. Jersey forms a key domicile of choice within this multijurisdictional platform solution.

Results

Apex provided clear and expert services for the client including: the full capital markets spectrum of note issuance, register maintenance and SPV administration activity, through to banking and cash management, pricing and valuation work, as well as more bespoke custody processes and EU authorised representative services.