The Bermuda Stock Exchange (BSX) is uniquely positioned to provide issuers of domestic and international investment funds domiciled in all major international fund centres, an affordable, well-regulated and transparent listing venue.  We offer a pragmatic, solutions-focused approach to listing from an unrivaled location offering a commerical advantage for same-day, real-time access to markets in the Americas and Europe.

 

The BSX lists retail investment funds (at least 25% must be available to the public) and investment fund that are restriced to qualified investors.

 

Why List on the BSX

  • Competitive fees
  • Experienced team 
  • Flexible approach
  • Guaranteed timelines

 

How to List

  • Compile and submit key documents (may be in draft form)
  • The BSX will review the application and if deemed fit and proper, provide approval in principle
  • Submit final documents to BSX
  • Approval and admission to listing

 

Key Listing Documents (see listing regulations for more details)

  • Letter of application
  • Offering/prospectus document and BSX wrapper if applicable
  • Constitutional documents
  • Relevant financial information (3 years audited accounts required for retail funds. If available for other investment funds.)
  • Document(s) of title relevant to the issue
  • Corporate resolutions
  • Relevant contracts
  • Directors' undertaking and KYC
  • Issuer's undertaking
  • Sponsor's undertaking

 

Fees (all fees quoted in US$)

SHARE CLASS INITIAL LISTING FEE ANNUAL LISTING FEE TOTAL DUE AT APPLICATION
1 $2,500 $2,500 $5,000
2 $5,000 $4,000 $9,000
3 $6,000 $5,000 $11,000
4 - 10 $6,000 $6,000 $12,000
11 - 15 $6,000 $9,000 $15,000
16 - 20 $12,000 $12,000 $24,000
20+ per class $600 per class $600 per class $24,000>
Account Maintenance and Service Fee   $125 per Investment Vehicle  

 

Regulations

 

Funds Brochure


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