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Isle of Man Collective Investment Schemes

The Isle of Man offers a flexible and well-regulated framework for collective investment schemes, overseen by the Isle of Man Financial Services Authority (IOMFSA). The jurisdiction provides various fund categories suited to different investor types and investment strategies, supported by a tax-efficient and business-friendly environment. Neptune Fiduciaries helps clients establish and authorize their collective investment scheme in the Isle of Man, ensuring full compliance with all IOMFSA requirements from the very start.

Class 3 License: Services to

Authorized Collective Investment Schemes

A Class 3 license permits the holder to act as a manager, administrator, or trustee to authorized collective investment schemes, taking responsibility for the day-to-day management and oversight of fund operations on behalf of investors.

Registered Collective Investment Schemes

Class 3 licensees can provide management and administration services to registered schemes, which are subject to a lighter regulatory touch and are typically aimed at experienced or qualifying investors.

Specialist Funds

The license allows the holder to manage and administer specialist funds designed for sophisticated investors, offering greater flexibility in investment strategy while still operating within the IOMFSA's regulatory framework.

Closed-Ended Investment Schemes

Class 3 license holders can also provide services to closed-ended investment schemes, supporting fund managers running longer-term and less liquid investment strategies within the Isle of Man.

Get in Touch

For further details, please contact Neptune Fiduciaries via email info@neptunecorporate.com or sales@neptunecorporate.com or visit our Contact Us page.

Structure and Launch
Your Investment Fund

From fund formation to ongoing regulatory compliance, our team supports every stage of your fund lifecycle. We work with fund managers across multiple jurisdictions to ensure structures are efficient, compliant, and investor-ready.

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