Capital Adequacy Rules for Investment Business, General Partners, Investment Managers & Designated Managers

Course Summary

This course will provide you with an overview of the Licensees (Capital Adequacy) Rules 2010 (the Capital Adequacy Rules) in reference to investment business and is particularly targeted at those in the Guernsey fiduciary sector working with, administering or acting as general partners, investment managers and designated managers.


All entities licensed under the Protection of Investors (Bailiwick of Guernsey) Law, 1987, as amended, to conduct investment business are required to comply with, inter alia, the Capital Adequacy Rules. This course will provide practical worked examples on how to calculate capital adequacy in accordance with the Capital Adequacy Rules.


  • Who do the Capital Adequacy Rules apply to?
  • Capital Adequacy rules for General Partners, Investment Managers & Designated Managers
  • The calculation of Capital Adequacy
  • Impact of having no physical presence in Guernsey
  • Liquidity Resourcing Requirements and Financial Resources Reporting Requirements
  • Notifications to the GFSC
  • Problem solving workshop

Course Benefits

Following completion of the course participants will be able to calculate capital adequacy in accordance with the Guernsey Capital Adequacy Rules.

***£150 per delegate or discounted rate of £125 per delegate if booked together with Financial Resources Requirements Training)*** - totaling £250 per delegate if both courses booked. To take advantage of the discounted rate for both bookings, please email [email protected] and we will arrange to book your delegate places.

Tutor Profile

Will Morgan is an award winning tutor, a qualified accountant and consultant working with clients in Guernsey, Jersey, Dublin and the UK.

He founded Offshore in 2007 along with partner John Richardson to provide accounting, training and consulting solutions to numerous regulated and commercial clients in a wide variety of industries.

He is an experienced trainer with exceptional practical knowledge of UK, US GAAP and IAS.

Will’s training has been adapted over the years based on the work he has undertaken in the Channel Islands, understanding the practical skills that professionals need, rather than theoretical concepts.

His classes are highly interactive; sometimes amusing and always engaging.

Course at a Glance

  • Next Start Dates: New dates TBA
  • CPD Points: 2.5
  • Course Cost: £150.00
  • Course Length: 11:30 - 14:00 (2.5 Hours)

There are no dates currently available for this course, If you would like to register your interest please complete the form below:

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