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
How to List
Key Listing Documents (see listing regulations for more details)
Fees (all fees quoted in US$)
Listing Fees for Investment Funds from 1 April 2024
Fee calculator for ILS, Debt and CLOs (including discount option)
INITIAL | ANNUAL | ||
Listing Fee | Stand-alone entity/1 share class | $2,500 | $3,000 |
Entity with 2 share classes | $5,000 | $4,800 | |
Entity with 3 share classes | $6,000 | $6,000 | |
Entity with 4 - 10 share classes | $6,000 | $7,200 | |
Entity with 11+ share classes (per class) | $600 | $800 | |
Account Service Fee* | Stand-alone entity/1 share class | $300 | |
Entity with 2 share classes | $500 | ||
Entity with 3 share classes | $600 | ||
Entity with 4 - 10 share classes | $800 | ||
Entity with 11+ share classes (all) | $1,000 |
*Please see Listing Fee Schedule for further information
Regulations and Guidelines
Guidelines to the Listing Regulations (replaces previous practice notes)
Section IV - Listing Regulations - Collective Investment Vehicles (Investment Funds)
Announcements and Forms
Issuers Undertaking Form - Domestic and International Funds - Open to the Public
Issuers Undertaking Form - Domestic and International Funds - Restricted Marketing
Sponsors Declaration Form - IV - Collective Investment Vehicles - Open to the Public
Sponsors Declaration Form - IV - Collective Investment Vehicles - Restricted Marketing
Templates
The following templates are provided to assist issuers in making regulatory announcements
Director Appointment and Resignation Announcement and Associated Email/Cover Letter
Director Appointment Announcement and Associated Email/Cover Letter
Director Resignation Announcement and Associated Email/Cover Letter
Disclaimer and Privacy Policy Complaints Policy
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