CPD Training Programme

2019 CPD Training Programme

The JFA is committed to ensuring Jersey's funds professionals have access to opportunities to enhance their skills and expertise.

Unfortunately, due to circumstances beyond our control, the JFA Regulatory & Compliance Masterclass, originally scheduled for Thursday, 18 September 2025 at the Royal Yacht Hotel, St Helier, will not go ahead as planned.

We sincerely apologise for any inconvenience caused. Rest assured that Eventbrite has already started issuing refunds to all attendees and all tickets purchased will be fully refunded.

We are working to reschedule the event at a future date and will share the new details in due course. We hope to welcome you then.

Thank you for your understanding and continued support.

Certificates of attendance will be issued

CPD Masterclass
JFA Regulatory & Compliance Masterclass 2026
CPD Masterclass
Tuesday
15
September 2026
The Royal Yacht Hotel & Spa, Weighbridge Place, JE2 3NF, St Helier, Jersey

JFA Regulatory & Compliance Masterclass 2026

Date: Tuesday, 15 September 2026
Time: 8.00 am - 11.00 am
CPD Hours: 3 hours
Cost: £150 per attendee

Dear members,

We are delighted to invite you to the next instalment of the JFA Masterclass Series, focusing on the latest regulatory, compliance and policy developments shaping Jersey's funds industry.

Regulation continues to evolve at pace, creating both challenges and opportunities for firms. A panel of industry experts will provide insights and real-world examples, where attendees will gain practical perspectives on the regulatory developments shaping the industry. The session will explore what these changes mean in practice, highlight emerging risks and opportunities, and provide actionable guidance to help firms navigate an increasingly complex regulatory landscape with confidence.

Attendees will gain:

• Insight into key regulatory and compliance developments affecting Jersey and the UK;
• Practical guidance on emerging risks, supervisory focus areas and industry best practices;
• Discussion of real-world scenarios and lessons learned from recent developments;
• Perspectives on future regulatory priorities and what they may mean for firms operating in the funds sector; and
• An opportunity to engage directly with industry specialists and peers.

The event will run from 8:00 am to approximately 11:00 am, starting with registration and coffee, followed by the first session at 8:30 am, and concluding at 11:00 am.

CPD certificates will be provided to attendees.

To register to attend this seminar, please click here.

Upcoming JFA Events to Note:

Masterclass: Next Gen Event|Funds Refresher – Wednesday, 14 October 2026
Masterclass: Accounting  – 19 November 2026

We look forward to welcoming you to the Masterclass and our upcoming events. If any member of your organisation would like to attend and be included in future communications, please feel free to share this invite or let a member of our team know.

Kind regards,
JFA Executive

Speakers:
CPD Masterclass
JFA Funds Director Masterclass 2026
CPD Masterclass
Wednesday
1
July 2026
The Royal Yacht Hotel & Spa, Weighbridge Place, JE2 3NF, St Helier, Jersey

The Modern Director: Directorship in the current environment – Judgement, Oversight and Accountability

Time: 8:00 am – 11.00 am
CPD Hours: 2.5 hours
Cost: £150 per attendee

The JFA is pleased to announce the next session in its Funds Director Masterclass series, focusing on the role of the modern fund director in an increasingly complex and evolving market environment. This session will explore key responsibilities across financial reporting, asset valuation and broader governance considerations, with content designed to support both newly appointed and aspiring directors, while also offering relevant and practical insights for more experienced board members.

This interactive session will take a workshop-led approach, featuring high-level scenario-based discussions and case studies to bring key challenges to life. Topics will include navigating complex investment decisions, managing underperformance, demonstrating oversight in challenging market conditions, and emerging boardroom considerations such as the use of AI and open-ended structures. The session will also incorporate practical perspectives and real-life scenarios, providing attendees with an opportunity to reflect on the evolving expectations of directors across private markets.

This event will commence at 8.00 am with registration and refreshments being served and the first session to commence at 8.30 am. The event will finish around 11.00 am and CPD Certificates will be provided.

To register to attend this seminar please click here.

Upcoming JFA Events to Note:

• Masterclass: Regulatory and compliance – Tuesday, 15 September 2026
• Masterclass: Next Gen Event |Funds Refresher – Wednesday, 14 October 2026

We look forward to welcoming you to the Masterclass and upcoming events. We welcome your suggestions on future sessions or topics that you feel would be most relevant to you. Please take a minute to complete our survey using the link at the bottom of this invite.

Kind regards,

JFA Executive

Speakers:
CPD Masterclass
JFA Legal & Tax Masterclass 2026
CPD Masterclass
Tuesday
17
March 2026
The Royal Yacht Hotel & Spa, Weighbridge Place, JE2 3NF, St Helier, Jersey

1 week to go: JFA Legal & Tax Masterclass 2026

Time: 2:00pm – 5.00pm
CPD Hours: 3 hours
Cost: £150 per attendee

This is the final reminder that the Jersey Funds Association (JFA) will be hosting the JFA Legal & Tax Masterclass 2026. If you have not yet secured your place, we encourage you to register as soon as possible through the link below.

Our expert UK and Jersey speakers will deliver targeted and insightful sessions covering the latest legal, regulatory, and tax developments shaping the funds sector in 2026:

UK Legal & Regulatory Update
Steven Haywood and Charlotte Wilson, Partners,  
Mishcon de Reya LLP

They will provide a UK-focused update addressing:

• Market trends shaping private funds
• UK Government policy direction for 2026
• Structural and jurisdictional developments
• Practical implications for legal, tax and fund structuring

Jersey Legal & Regulatory Update
Martin Paul and Richard Le Liard
, Partners, Bedell Cristin

This session will explore:

• Hot topics shaping Jersey’s funds landscape
• Key legal and regulatory developments
• Industry trends and activity highlights, with spotlight on continuation funds and fund finance

Tax updates
Katy Wintle (
Deloitte) and Simon Pearce (PWC), Directors

Our tax specialists will deliver a combined UK and Jersey perspective, covering:

• Implementation of Jersey’s new Multinational Corporate Income Tax, including a summary of Pillar Two, and implications for Jersey-based fund vehicle
• Key updates from the December 2025 Jersey Budget
• Highlights from the UK 2025 Autumn Budget relevant to fund investments, asset managers, and individuals – including considerations for those relocating from the UK
• Final carried interest tax legislation, key revisions, and next steps
• Dutch Conditional Withholding Tax rules and the impact on Channel Islands structures

The Masterclass runs from 14:00 to 17:00, beginning with registration and coffee, followed by our first presentation at 14:30 and concluding at 17:00.

CPD certificates will be provided to attendees.

Upcoming JFA Events to Note:

• Townhall:  Fund Digital Operations & Innovation – Thursday, 23 April 2026
• Townhall:  Risk and Insurance – Thursday, 21 May 2026

We look forward to welcoming you to the Masterclass and upcoming events. We welcome your suggestions on future sessions or topics that you feel would be most relevant to you. Please take a minute to complete our survey using the link at the bottom of this invite.

Speakers:
CPD Masterclass
JFA Chairman’s Update
CPD Masterclass
Thursday
15
January 2026
The Royal Yacht Hotel & Spa, Weighbridge Place, St Helier, Jersey

We are pleased to announce that the Jersey Funds Association (JFA) will host its first event of 2026 on Thursday, 15 January, commencing at 16:00. This interactive session will provide key updates on the Association’s activities over the past year and the future direction, followed by a Q&A segment.

Time: 4:00pm – 5:00pm
CPD Hours: 1 hours
Cost: Free

Speakers:

Joel Hernandez – JFA Chair
Dilmun Leach – JFA Vice Chair
Chris Griffin – Chair, Legal & Technical Sub-Committee
Jon Stevens – Chair, Regulatory & Compliance Sub-Committee

Attendees will have the opportunity to engage with the speakers during the discussion during the Q&A.

This event will commence at 16:00 with registration and refreshments being served and finish at 17:00hrs. CPD certificates will be provided to attendees.

Upcoming JFA Events to Note:

•Townhall: PE Bitesize and Market Update – Thursday, 26 February 2026
• Masterclass: Legal and Tax – Tuesday, 17 March 2026

We look forward to welcoming you to the Chairman’s update and our upcoming events. If any member of your organisation would like to attend and be included in future communications, please feel free to share this invite or let a member of our team know.

Speakers:

Resources

Please see our CPD Training Resources

JFA Training Seminar - Funds: Digital Transformation
July 2021
JFA Training Seminar - Funds: Digital Transformation
JFA Chairman's Update
March 2021
JFA Chairman's Update
JFA Training Seminar - Where now for the taxation of non-UK resident real estate investments?d " A Jersey Funds perspective"
November 2020
JFA Training Seminar - Where now for the taxation of non-UK resident real estate investments?d " A Jersey Funds perspective"
JFA Training Seminar - Jersey's Position in the Global Funds Market
October 2020
JFA Training Seminar - Jersey's Position in the Global Funds Market
JFA Training Seminar - Accounting Update for Funds
September 2020
JFA Training Seminar - Accounting Update for Funds
JFA Chairman's Update
June 2020
JFA Chairman's Update
JFA Webinar - Private Equity Valuations Slides
April 2020
JFA Webinar - Private Equity Valuations Slides
JFA Training Seminar - Accounting Update
June 2019
JFA Training Seminar - Accounting Update