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Specialism: Trustees Private Client Trustees
Location: St Helier, Jersey
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Average client size: Over £25 million
Fixed fee offering: Yes
Number of offices globally: More than 5
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Client considering changing administrators due to issues over their IT capabilities
The asset management business comprised of two management entities, a UK LLP and a Jersey Limited Partnership, ‘X Asset Management LP’ (the “LP”). The General Partner (the “GP”) of the LP was a Jersey company, ‘X General Partner Ltd’ and there was an intermediate Jersey company, ‘X Intermediate Ltd’ (“XIL”). The LP, GP and XIL were administered by another Jersey service provider and, due to issues over their IT capabilities; the client was considering changing administrators.
They explained that the LP began trading in 2015 and that at this time, the business had one sole investor, a BVI trust, of which the beneficiaries were two individuals. Jane worked through a testing period to ensure that IT systems were appropriate and functioned to a high level to accommodate the client’s business needs; Jane set out a step by step transfer plan and process maps. She undertook a high and level review of due diligence process with special attention to PEP’s to accommodate Legal Regulatory and Privacy requirements.