JFA TRAINING
Legal & Tax Masterclass
Wednesday 14 April 2021
8.30am - 11.00am
About the Webinar
JERSEY FUNDS ASSOCIATION – LEGAL AND TAX MASTERCLASS
This online event is part of our masterclass series which has been designed in response to demand from the funds community for more specific, detailed technical training.
This masterclass will look at the latest in legal and tax developments relevant to the Jersey and international funds sector. The content will help a wide range of funds professionals including legal advisors, investment managers, administration teams and non-executive directors.
Delivered by experienced legal and tax practitioners from Proskauer, KPMG, Deloitte and PWC, covering both London and Jersey.
MODULE 1 a) - Fund formation – Legal - Edward Lee, Partner – Proskaur, London
Structuring – common structures, multi-jurisdictional structures and LP driven requirements;
Current themes – side letters, LPA clauses and fee / carry arrangements
Current focus of GPs / promotors
Technology advancements – investor onboarding
Marketing considerations given Brexit
MODULE 1 b) – Fund formation - Tax - Serena Bell, Director - KPMG, London
Key fund structuring tax issues
LP driven structures – Choice of domicile and vehicles Current developments in fund related taxation
Co-invest and carry considerations
LP tax reporting
MODULE 2a) Operational fund matters – Legal and regulatory - John Verwey, Partner & Kirsten Lapham, Partner - Proskauer, London
Marketing and distribution
AIFMD II
MiFID II
SFDR
UK PIF
MODULE 2b) Operational fund matters – Tax I - Tom Cowsill, Director – PwC, Jersey
Substance developments
Blacklisting update
Pillar II - overview
MODULE 2c) Operational fund matters – Tax II - Rupert Lee, Senior Manager – Deloitte, Jersey
DAC 6 / MDR
UK Budget – impact on Jersey structures
CGT – latest position
BREXIT
TARGET AUDIENCE
Lawyers – fund formation, M&A
Fund administrators – Managers and Directors
Investment managers – Counsel, deal team, ops and finance personnel
Directors sitting on fund / FSB boards
Non-executive directors with fund / FSB board appointments
EVENT DETAILS
Online: via Webinarjam, with ability to log in to replay any element of the masterclass after the event
Cost: £150
Jersey Funds Association
Webinar Host
Ben Honeywood
Webinar Host
John Verwey/Edward Lee/Kirsten Lapham
Proskauer Presenters
Tom Cowsill
Webinar Presenter
Rupert Lee
Webinar Presenter
Serena Bell
Webinar Presenter