Investment Funds

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Jersey Fund Audit, Tax and Advisory Services

BDO Jersey provides lifecycle support for investment funds, from launch to liquidation, with audit, tax and compliance expertise.

Jersey is a leading jurisdiction for investment funds, recognised for its flexible structures, experienced professionals and strong regulation. BDO has been active in the Jersey funds sector since 2004 and is now the 5th largest auditor of Jersey-domiciled collective investment schemes.

Our services span the entire fund lifecycle, from launch through to restructuring or liquidation. This includes initial tax structuring, drafting prospectus wording, accounting services under UK GAAP, US GAAP or IFRS, net asset value calculations, audit and assurance, regulatory reviews, tax compliance, and ad-hoc advisory support.

We work closely with fund administrators and investment managers, acting as a single point of contact to coordinate audit, tax and advisory services across global asset portfolios - whether in the UK, Europe, the US, or Asia.

Our expertise also extends to general partners, feeder vehicles, and parallel investment structures, ensuring every entity in the fund ecosystem receives the right level of attention and support.

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