Regulatory Developments for Jersey Funds
Description
Regulatory developments for Jersey funds reflect a broad choice of fund regimes (JPFs, expert, listed and retail structures), supporting both quick-to-market and fully regulated options. Managers favour flexible, closed-ended structures with simplified governance. Investors increasingly seek ESG integration, cost transparency and robust substance. Recent 2024–2025 refinements to the Jersey Private Fund regime focus on proportional oversight and speed. These shifts will shape fund domiciliation, product design and capital-raising strategies ahead.
This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker.
Delegates places are interchangeable with colleagues from the same organisation.
Content
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Recap of regulatory options
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Structuring trends
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Investor preferences
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Jersey Private Funds – Changes implemented in 2024 and 2025
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Influences on fund structuring and markets going forward
Presenter
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Tim Morgan Partner at Appleby |
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Tim is a Jersey Corporate partner with wide-ranging experience in investment funds, corporate finance and restructuring. He has practised in Jersey since 2003 and in that time has advised sponsors, investors, boards, regulators and service providers across a variety of asset classes, particularly including private equity, credit, venture, secondaries, hedge, real estate and liquid securities. Tim has also acted on a wide range of corporate, finance and restructuring transactions involving funds and investment management, regularly involving advice on governance and regulation. He has advised on a number of innovative and market-leading deals, recently including liquidity related structuring for private equity assets, separate managed accounts for institutional investors, technology assets and the crossover between private wealth and institutional funds. As long-standing committee member and previous chair (2019-2022) of the Jersey Funds Association, Tim has sat on a number of regulatory and law reform working groups connected with Jersey products including listed, hedge and private equity funds, the origination and later refinements to the Jersey Private Fund Guide, and to economic substance rules as well as AIFMD and other aspects of Jersey’s international standing. He regularly chairs and speaks at industry conferences and has frequently been published on topics relating to his practice. Prior to moving to Jersey Tim practised in London and Brussels as a corporate solicitor with Taylor Wessing and PWC, and in London and New York as an investment banker with Dresdner Kleinwort Wasserstein. |