Introduction to Funds
Description
This webinar will introduce collective investment funds, explaining their structure and benefits. It will outline the roles of key stakeholders, including fund managers and administrators, and explore fund domiciliation and setup considerations. Attendees will gain insights into regulatory frameworks ensuring compliance and investor protection. The session will also highlight emerging trends, including the integration of ESG principles, emphasising their growing importance in the industry.
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
-
What are Collective Investment Funds?
-
Key Stakeholders and Service Providers
-
Fund Domiciliation and Setup
-
Regulatory Frameworks
-
Emerging Trends and ESG Considerations
Presenter
|
Chris Usher Managing Director of the School of International Financial Services |
||
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. |