Providing Fund Oversight – Managing administrators in line with regulators

Course Summary

This half day course on Providing Fund Oversight is an interactive overview of the oversight requirements in the industry. On completion of this course participants will have more understanding of the different fund structures in place and what oversight and monitoring are required under the GFSC requirements.

Introduction

The Guernsey fund industry has been in existence for around 40 years and this is due to the tax status from which the island benefits. There are an increasing number of administrators that offer to manage funds on behalf of clients which are both independent and part of large worldwide groups. This course is designed to provide participants with a comprehensive overview of the types of fund structures operating in Guernsey and the key requirements for their management.

Topics

  • Different types of Funds
  • Limited Partnerships
  • Outsourcing and Oversight
  • Outsourced Environments and Case Studies
  • Monitoring
  • Reviewing NAV’s and Sample Selection
  • Due Diligence Visits

Tutor Profile

Will Morgan is an awarding winning tutor who has been running courses in Guernsey, Jersey, Dublin and the UK for the past 10 years. Will previously worked for BPP Professional Education and has been training independently for the past 8 years. He has worked for a number of leading institutional clients, as well as numerous independent organisations.

Will is now the Managing Director of Offshore, a specialist accounting outsource provider, based in Guernsey employing 15 professionals working for a variety of clients in the trust, fund, commercial and public sector.

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 Date: 25 April 2018
  • CPD Points: 3.5
  • Course Cost: £195.00
  • Course Length: 3.5 hours (9:00-12:30)
  • 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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