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.

Certificates of attendance will be issued

CPD Masterclass
JFA Regulatory & Compliance Masterclass - Monday 16 November 2020
CPD Masterclass
Monday
16
November 2020
Online Webinarjam
Speakers:

The subject matter will include the following -

  • Module 1 - Overview of the Funds and Investment Management regulatory environment in Europe and across the globe
  • Julie Patterson, EMA Head of IM Regulatory, KPMG London
  • Module 2 – National Risk Assessment: overview of impact for funds managers and fund service providers
  • Malin Neilson, Managing Director - Compliance and Regulatory consulting, Duff and Phelps Jersey
  • Module 3 - Registry Law – overview of the forthcoming changes to registry law and related updates to codes of practice
  • Julian Lamb, Registrar of Companies, JFSC and Helen De La Cour, Lead Policy Advisor, Financial Services and Digital Economy, Government of Jersey
  • Module 4 – Economic substance and Tax returns – preparation for visits by the Tax office
  • Debbie Payne, Tax Director, PwC Jersey

Regulatory & Compliance Masterclass

CPD Training
JFA Webinar Training Seminar - 12 November
CPD Training
Thursday
12
November 2020
Online
Speakers:

Ed Peters & Nick Crandon, BDO

Where now for the taxation of non-UK resident real estate investments? A Jersey Funds perspective". The seminar will be hosted by Ed Peters & Nick Crandon from the BDO Real Estate tax team who will talk through the recent changes to the taxation of UK commercial real estate investments. After providing an overview of how the new rules operate in general, Ed will provide views and perspective on: What are the continuing UK tax advantages of using Jersey structures to hold UK real estate?; What common Jersey real estate fund structures are still seen and what are their key UK tax advantages?; Where might the use of UK subsidiary companies be more appropriate within a Jersey Fund?; and What other UK tax matters should operators of Jersey Funds now be considering?

CPD Training
JFA Webinar Training Seminar - Monday 19 October
CPD Training
Monday
19
October 2020
Online
Speakers:

Ben Robins, Mourant Ozannes

Jersey's Position in the Global Funds Market

CPD Training
JFA Seminar - Accounting Update
CPD Training
Wednesday
23
September 2020
TBC
Speakers:

Chris Matthews & Matt Ryan - EY

Accounting Update - further details to follow

Resources

Please see our CPD Training Resources

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