Jason Chan’s practice focuses on investment funds formation transactions, including hedge funds, crypto funds and retail funds. He also has experience advising on a diverse range of ongoing compliance, legal and regulatory matters related to the financial services industry in Hong Kong, with a particular focus on the regulatory and licensing requirements for fund managers and the rapidly evolving regulatory landscape for participants in the virtual assets ecosystem. 

Mr. Chan is a committee member of the Investment Product and Financial Services Committee of The Law Society of Hong Kong.

    • Various international, Asia-based and Hong Kong fund managers and family offices on the formation of hedge funds, private equity funds, cryptocurrency funds and real estate funds.
    • A virtual asset manager in securing regulatory approval from the Hong Kong Securities and Futures Commission to manage 100% virtual asset portfolios, as well as establishing two passive cryptocurrency tracker funds, one actively-managed multi-strategy cryptocurrency fund and one multi-asset fund.
    • An asset manager in Hong Kong on the formation and offer of Asia’s first tokenized Bitcoin-themed quantitative fund.
    • Multiple SFC-authorised retail funds and ETFs in relation to establishment, SFC authorization applications and ongoing compliance obligations.
    • A PRC asset manager on the establishment of a multi-manager SPC platform.
    • The largest Hong Kong charity in its investments into a U.S. private equity fund.
    • Financial institutions on SFC license applications and ongoing compliance.
    • Financial institutions and asset managers on a diverse range of legal and regulatory issues, including regulated activities, cross-border marketing, professional investor regime, personal data protection, outsourcing, AML and KYC-related obligations.
    • Traditional financial institutions in relation to cryptocurrency-related legal and regulatory matters.
    • Cryptocurrency exchanges in relation to regulatory investigations and cryptocurrency related legal and regulatory matters.
    • Multiple ICO/STO-issuers in relation to deal structuring, regulated instrument categorization, marketing restrictions, AML and regulatory compliance.
    • Fund managers on applications and ongoing compliance for northbound and southbound mutual recognition of retail funds between PRC and Hong Kong.
    • International asset managers on negotiating and drafting RQFII/ QFII/ QDII/ CIBM/ Stock Connect/ Bond Connect agreements for Chinese inbound and outbound investments.

    Includes matters handled at Dechert or prior to joining the firm

    • Committee Member, Investment Product and Financial Services Committee of The Law Society of Hong Kong
    • Committee Member, Young Leaders Group of Urban Land Institution (ULI) 
    • Committee Member, Leaders of Tomorrow committee of China and Real Estate Chamber of Commerce Hong Kong and International Chapter (CRECCHKI)
    • Committee Member, Financial Services Research Group (FSRG)
    • Member, Blockchain, Wealth-Tech and Digital Banking Sub-Committees of the FinTech Association of Hong Kong