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Finance, Investments & Funds

Providing Fund Oversight – Managing administrators in line with regulators

Course details

Start Date

24 May 2023

CPD Points

3.5

Cost

£225

Length

Half day (09:00-12:30)

Location

GTA University Centre

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 224570.

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

  • Victoria Le Poidevin

    Vicky Le Poidevin 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.

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.