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Covid 19

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, Investments & Funds

Providing Fund Oversight – Managing administrators in line with regulators

Course details

CPD Points

3.5

Cost

£195

Length

Half day (09:00-12:30)

Course Overview

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

Course Content

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

Course Benefits

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 you with a comprehensive overview of the types of fund structures operating in Guernsey and the key requirements for their management.

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.