Introduction to Limited Partnerships
Description
This webinar will introduce Limited Partnerships, outlining their structure and purpose. Participants will learn about the roles and responsibilities of general and limited partners, focusing on liability and operational duties. Key due diligence checks for assessing compliance will be covered, along with reporting obligations for changes in structure or activity. The session will also highlight red flags, such as inconsistent documentation or unusual financial behaviour, to support risk management and regulatory adherence.
This webinar provides one-hour of CPD and offers a structured learning experience designed to deliver actionable outcomes. Participants will gain valuable insights and practical skills to apply in their professional roles.
Delegates places are interchangeable with colleagues from the same organisation.
Content
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What is a Limited Partnership
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Roles and responsibilities
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Due diligence checks
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Obligations for reporting changes
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Examples of red flags
Presenter
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Chris Usher Managing Director of the School of International Financial Services |
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Chris is the Managing Director of the School of International Financial Services (SIFS), a leading provider of training and education in offshore financial services across 15 jurisdictions globally. He has over 25 years of experience in offshore financial services, having previously held senior wealth management roles at Barclays Wealth and Santander, where he advised private clients and corporates on complex global investment solutions and wealth structuring. Chris is currently also a Director at Cavenwell Group. With a deep understanding of geopolitical and economic dynamics, Chris helps clients navigate the changing international wealth structuring landscape and optimise tax efficiency. Chris has trained over 6,000 people in qualifications for the Chartered Institute for Securities and Investments (CISI) in wealth management and is a well-regarded member of the Institute. He also serves on the committee of the Jersey Wealth Managers Association (JWMA) and is a member of the Institute of Directors. |