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Apex Group publishes guide for managers entering EU

European Union flags flap in the wind outside EU headquarters in Brussels this month (Photograph by Virginia Mayo/AP)

Apex Group Ltd, the Bermudian-based global financial services provider, has released a new e-book aimed at helping fund managers access Europe’s tightly regulated investment market.

The guide, European Fund Strategies: [Management Company] Solution for Structuring and Managing European Funds, offers practical advice on navigating European Union rules such as the Alternative Investment Fund Managers Directive and the Markets in Financial Instruments Directive.

With 450 million citizens and a combined gross domestic product of about $19 trillion, the EU is one of the world’s largest and most sophisticated investment bases. For non-EU managers, compliance is key to gaining investor confidence and market access, according to Apex.

Patrick Robinson, managing director of FundRock, an Apex subsidiary, said: “Selecting the right manco and domicile is not just a compliance exercise; it directly impacts investor confidence, distribution reach and the long-term success of a fund. This guide distils the regulatory landscape into actionable insights, enabling managers to focus on growth while ensuring robust governance.”

The e-book compares leading domiciles including Luxembourg, Ireland and Britain, while outlining how global managers can use cross-border structures to streamline operations.

FundRock, which is dual-regulated under the Alternative Investment Fund Managers Directive and the Markets in Financial Instruments Directive II, offers a single point of access for EU distribution. Its licence allows marketing to professional investors across all member states, supported by a MiFID-compliant in-house marketing team.

Mr Robinson added: “Outsourcing the manco function has become the most efficient and strategic way for managers to access the EU. With FundRock’s dual-regulated status, managers can simplify market entry, reduce compliance complexity and focus on what they do best — managing investments.”

Apex Group, founded in Bermuda in 2003, now employs more than 13,000 staff worldwide. It offers a single-source platform for fund and asset servicing, alongside a wide range of other financial services.

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Published September 23, 2025 at 6:24 pm (Updated September 23, 2025 at 8:06 pm)

Apex Group publishes guide for managers entering EU

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