Investment products and services

Financial investments play a major role in Monaco’s vibrant and attractive economic environment.

However, due to the international nature of these activities, the risks associated with them and the constant financial innovation, our firm has observed a consolidation of their legal framework.

Over the last few decades, the laissez-faire approach has resulted in a complex regulatory environment, designed to offer greater security for investors and to preserve financial stability. 

Our team assists clients by:

• Drafting agreements for advisory, discretionary management and brokerage services
• Ensuring product information documents are compliant with Monegasque regulations
• Advising on the legal implications of international transactions involving Monegasque counterparties (e.g. for derivative transactions)
• Drafting close-out netting opinions and collateral validity opinions in line with international standards
• Assisting with the legal aspects of setting up and managing Monegasque investment funds