We specialise in establishing, operating and managing Alternative Investment Funds and Collective Investment Schemes, approving financial promotions and also preparing Key Information Documents (KIDs).

The underlying investment vehicles that Consortium specialises in establishing are Exempt Property Unit Trusts (EPUTs, an exempt unauthorised unit trust that holds property – please click here for our EPUT Establishment & Transaction Guide) and Limited Partnerships (LPsPlease click here for our LP Establishment & Transaction Guide).

These fund vehicles are used by Consortium to bring investors together using their pension and/or non-pension monies to undertake specific investments, including:

  • Purchasing or developing real estate, principally in the UK
  • Making commercial secured loans
  • Providing feeder funds into other investment structures
  • Onshore equity structuring for structured finance transactions

Collective investment arrangements in the UK are principally governed by the Financial Services and Markets Act 2000 (FSMA) and Alternative Investment Fund Managers Regulations 2013. Under FSMA, there is a general prohibition on establishing, operating or winding up a collective investment scheme (CIS) without being authorised by the FCA. Most CISs will also be alternative investment funds (AIF) and subject to the AIF regulations. There are also various pieces of legislation and FCA regulations governing how these products can be marketed.

We provide a range of different services

If you are considering establishing a CIS or AIF, you will need a suitably authorised and regulated manager such as Consortium.

For a detailed list of our services, please see How We Can Help or contact us on 020 7437 0200 or at: