Introduction to AIFMD
Description
This webinar will provide an introduction to the Alternative Investment Fund Managers Directive (AIFMD), detailing its fundamentals and objectives. Attendees will gain insights into its impact on third-country international financial centres, exploring challenges and opportunities for market access and fund distribution. The session will also address necessary operational and compliance adjustments to align with AIFMD requirements. Finally, the webinar will look ahead to potential regulatory developments and their implications for the alternative investment sector.
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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Key scope, objectives, and principles of AIFMD for fund managers
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Impact on non-EU third-country fund managers and service providers
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National private placement regimes and potential EU market passporting
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Governance, risk management, and reporting compliance requirements
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Regulatory developments and future implications for third-country managers
Presenter
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Chris Usher Director at Cavenwell Group & Non-Executive Director at the School of International Financial Services |
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Chris is a director at Cavenwell Group, where he works with a diverse range of wealth management professionals, supporting clients ranging from multi-generational High Net Worth (HNW) and Ultra High Net worth (UHNW) families to digital entrepreneurs around the world. Chris also works with private banks, lawyers, accountants, and other financial services professionals to support them and their clients in protecting their wealth through the efficient use of wealth structuring vehicles. With over 25 years experience in offshore financial services, Chris previously held senior wealth management roles with Barclays Wealth and Santander. During this time, he advised private clients and corporates on a wide range of global investment solutions to meet their often-complex needs. With a deep understanding of geopolitical and economic dynamics, Chris helped clients to navigate the ever-changing international wealth structuring environment, whilst maximising tax efficiency of their position. Additionally, Chris was the Chief Executive of Jersey International Business School and then Managing Director of BPP, specialising in the education of offshore financial services. Chris is a non-executive director at the School of International Financial Services (SIFS), a leading provider of training and education in 15 jurisdictions around the world. 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 Channel Islands Wealth Managers Association and is a member of the Institute of Directors. Cavenwell Group is an owner-managed, independent and digitally enabled fiduciary business specialised in providing global wealth structuring and administration solutions to entrepreneurs, high-net worth individuals and their families. |