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Covid 19 Update

In light of the new COVID-19 situation, the GTA has closed its office and training rooms to the public until further notice. The GTA team are working hard to move our portfolio of courses online and we will provide an update shortly. During this period please contact us via email [email protected].

Finance, Insurance

How do Insurance Regulations impact Guernsey’s Financial Services

Course details

CPD Points

16

Cost

£525

Length

4 half days (09:00-13:00)

Course Overview

This highly interactive course will enhance your understanding of the regulatory landscape of the Guernsey insurance market.

The course will give you a high-level understanding of local regulations and insurance products to assist in understanding the impact insurance has on financial services in Guernsey.

Course Content

This course is split into 2 units, with each unit taught across 2 half days.

At the end of both units your understanding will be assessed via a short multiple choice exam.

UNIT A: Financial Services in Guernsey (Days 1 and 2)

  • The scope of the Insurance Business (Bailiwick of Guernsey) Law, 2002, as amended, the Insurance Managers and Insurance Intermediaries (Bailiwick of Guernsey) Law, 2002, as amended, and the regulatory framework of financial services within Guernsey
  • Legal Requirements and Guernsey Law
  • Guernsey Taxation
  • Guernsey Social Security

UNIT B: Products for Guernsey’s domestic market (Days 3 and 4)

  • Protection Products
  • Savings and Investment
  • Pensions
  • Mortgages
  • Good and Reasonable Practice

Course Benefits

This course will provide you with a solid grounding in local insurance regulations. You will come away with an increased understanding of how insurance regulations impact on financial services in Guernsey.

Assessment

This course is delivered by Will Morgan and Victoria Le Poidevin of Offshore

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

Vicky is a fellow of the ICAEW with over 15 years’ experience in the finance sector. She trained with a big four firm and spent time in senior roles in both the Fund and Trust sector before joining Offshore in September 2016.

Vicky’s previous training experience includes delivering courses for both qualified and unqualified staff at a big four firm, evening classes at a professional training agency and to industry professionals in her role at Offshore.

Next Steps

If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 721555.

If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.


Course Tutor

  • Will Morgan

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

    Will is an experienced trainer with exceptional practical knowledge of accounting standards. 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.

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.