Abstract
PurposeTo discuss general legal considerations for non-US private equity sponsors who seek to market their funds to US institutional investors.Design/methodology/approachExplains relevant aspects of US securities laws, commodity exchange laws, pension and employee benefit plan laws, federal income tax laws, and the Foreign Account Tax Compliance Act (FATCA).FindingsThe evolving US regulatory regime necessitates careful planning and thorough knowledge of relevant laws and regulations to effect a successful US marketing effort.Originality/valuePractical guidance from experienced investment funds and tax lawyers.
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