Israel: Fund Management/ REITs

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Finance law and banking law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as capital adequacy, BASEL, acquisition finance, debt capital markets, fund finance, islamic finance, securitization and structured finance.

Publication Of Past Performance By Licensed Investment Professionals In Israel: New Draft ISA Directive Open For Public Comment Until September 4, 2026

The Israel Securities Authority has published a draft directive that would permit licensed investment professionals to publish past performance data for the first time, marking a significant shift from the current prohibition. The proposed framework establishes uniform methodologies for portfolio managers, investment advisers, and investment marketers to present historical returns across three risk levels, with strict requirements designed to prevent selective disclosure and ensure transparency.

SC

Shibolet & Co.

Israel’s New Private Investment Fund In Trust Regime

Israel's Knesset has introduced a groundbreaking private investment fund in trust regime that enables supervised mutual funds to invest in alternative assets for the first time. How will this regulatory shift affect fund managers currently operating under private structures, and what decisions must they make before the February 2027 implementation deadline?

SC

Shibolet & Co.

Judgment Samuel Galis - Transfer Of Real Estate Asset In Israel Into A Trust Is Not A Tax Even

This determination may open various tax planning arguing that the settlor can still argue for personal benefits.

ZS

Ziv Sharon & Co

Israeli Tax Authorities Provide Certainty On Foreign Fund Investments

The stake of foreign investment in Israeli high-tech reached 77% of total capital raised in 2018, and 30 new venture funds were born in 2018

PC

Pearl Cohen Zedek Latzer Baratz

Uncovering Concealed Assets

SA

Soroker Agmon Nordman

The Interim Report Of The Committee On Promotion Of Publicly Traded Infrastructure Investment Funds

FB

Fischer Behar Chen Well Orion & Co

Tax Benefits For Investors In Public R&D Companies And High Tech Venture Funds 2018

PC

Pearl Cohen Zedek Latzer Baratz

Foreign Source Income Allocation - New Immigrant Exemption

YB

Yair Benjamini Law Offices

Deviation Of Principal From The Investment Model Presented To The Investor (Hebrew)

SS

Sharir, Shiv & Co. Law Offices

New Regulations For Offering Foreign Mutual Investment Funds To The Public In Israel

Israel Commercial

GK

Gross, Kleinhendler, Hodak, Halevy, Greenberg & Co.

Public Offering Of Foreign Mutual Funds In Israel

TC

Tadmor & Co. Yuval Levy & Co.

Fund Manager Liability For Changes In Investment Model

SS

Sharir, Shiv & Co. Law Offices

Tax Treaty Between Israel And Germany

BC

Barnea & Co

Entry Of Foreign Mutual Funds To The Israeli Market

BC

Barnea & Co

Tokenized Deposits Move Onto Shared Interbank Infrastructure: Swift’s Ledger Goes Live

Israel Media & IT

SC

Shibolet & Co.

Rising West Bank Tensions Draw Sharper International Pressure On Israel

Global Government

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Steptoe LLP

Publication Of Past Performance By Licensed Investment Professionals In Israel: New Draft ISA Directive Open For Public Comment Until September 4, 2026

SC

Shibolet & Co.

Tokenization’s New Rulebook: Why It Matters For Israelis In 2026

CL

Carter Ledyard & Milburn

EU AI Act Article 50

European Union Technology

SC

Shibolet & Co.

Funding Your Organization (Video)

The lecture took place at the Tel Aviv-Yafo Municipality's Center for Young Adults, with the participation of William Grant, Deputy chief of Mission at the US Embassy.

BC

Barnea & Co

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DIFC Licensing Categories (Video)

CA

Cavenwell Group

Funding Your Organization (Video)

BC

Barnea & Co

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