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.


  • 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.

Course at a Glance

  • Next Start Date: 21 October 2020
  • CPD Points: 2.5
  • Course Cost: £150.00
  • Course Length: Two and half hours (11:30 - 14:00)
  • Location: GTA University Centre, Guernsey
  • Tutor: Will Morgan

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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