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

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