The Asian Wealth Solutions Forum will take place at Marina Bay Sands in Singapore on Thursday 7th November, aiming to deliver fascinating insight into the developments taking place in Asia’s wealth advisory market in response to local, regional and global changes and their impact on Asia’s HNW and ultra HNW individuals and families. In today’s market it is more important than ever to pay attention to these matters as they plan for their advancing years and for wealth transition.
Fiona Chan advises on a full spectrum of banking and finance, non-contentious insurance, technology and innovation, private client and trust matters relating to the laws of Bermuda, British Virgin Islands and Cayman Islands. She is also a member of Appleby´s Global Technology & Innovation Group and Economic Substance focus group.
Our Private Client and Trust team regularly advises clients on establishing the most effective solutions to suit their wealth structuring objectives, including recommending them to the most suitable jurisdiction and service providers. This is true whether a clients’ motivation for establishing a trust is for holding, protecting or managing private family wealth, making provision for charitable endeavours or establishing pensions or employee stock option plans.
Appleby has introduced an online Economic Substance Entity Classification Questionnaire (Questionnaire). The Questionnaire, which is available online free of charge, has been developed by our legal and regulatory experts and offers clear and concise guidance through the economic substance regimes of Bermuda, the BVI, the Cayman Islands, Guernsey, the Isle of Man and Jersey.
If your entity is in scope, the Questionnaire will lead you through a summary of the steps required to meet the ES requirements in the relevant jurisdiction. Find out more here.