Personal Director Risk: D&O, Due Diligence, Appointment Selection and Economic Substance Requirements
Description
This webinar examines the personal risks faced by directors accepting roles within international organisations. It covers the importance of rigorous due diligence before appointment, the function and limitations of D&O insurance, and how economic substance rules increase director accountability. Attendees will gain practical guidance on assessing risk exposure, protecting themselves through appropriate documentation and oversight, and making informed decisions when considering new or cross-border appointments.
This webinar provides one-hour of CPD and forms part of the Directors Foundation Programme, delivered by Chris Usher.
Delegates places are interchangeable with colleagues from the same organisation.
Content
-
Director due diligence: assessing role, risk profile and liabilities
-
How D&O insurance works – strengths, gaps and misconceptions
-
Personal accountability under economic substance frameworks
-
Red flags when considering new or cross-border directorships
-
Practical steps to mitigate personal exposure and evidence prudent conduct
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. |