Corporate Social Responsibility

A conscientious and engaged culture
We don’t take our responsibilities lightly when it comes to our social and environmental impacts, and engaging with the local community. Selecting projects that build relationships and leave a lasting legacy is part of the Ocorian culture.

Our employees often amaze us with the energetic contributions they make to the community. This includes supporting a number of projects for young people and disadvantaged families, and encouraging our teams to fundraise for charities close to their hearts, often matching the funding. From sporting pursuits to creative arts and hospice challenges, we often wonder what they’ll come up with next.

As an office-based business we have a relatively limited impact on the environment, but we are still conscious about keeping it to a minimum. We commission consultants that help us innovate in the ways we can cut our carbon footprint and build a sustainable business we can all be proud to represent.

News & Thought Leadership
Ocorian appoints new Business Development Director for Alternative Investments
News | 17 Oct 2017

Ocorian is pleased to announce the recent appointment of a new Director to their Business Development team.

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Ocorian wins ICSA Jersey Risk and Compliance Award 2017
News | 04 Oct 2017

Ocorian has won the Risk and Compliance Award at the ICSA Jersey Awards 2017.

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Ocorian Appoints New Director to their Business Development Team
News | 03 Jul 2017

Ocorian is pleased to announce the recent appointment of a new Director to their Business Development team.

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Ocorian Appoints new Associate Director of Marketing Communications
News | 29 Jun 2017

Ocorian is pleased to announce the recent appointment of a new Director to their Marketing team.

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Ocorian receives Top Trust Companies Accolade
News | 23 May 2017

Ocorian is pleased to have been named amongst the top tier recipients of 2017 eprivateclient Top Trust companies.

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2013
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2014
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2015
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2016
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2017
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New Investors and New Growth - Is Irish Aviation Finance Booming for the Better?
Insights | 06 Jul 2017

As a leading market in aviation finance, Ireland has seen unprecedented growth in recent years - but is this growth sustainable and what impact will forthcoming changes have for those looking to maximise a high yield of return?

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Fund Administration: DIY or Delegate to a Specialist
Insights | 27 Jun 2017

Reliable fund administration is key to a successful investment platform. The growth in private equity, real estate and infrastructure investment managers opting to outsource their back-office fund administration continues to gather pace.

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Substance - ESMA raises the stakes
Insights | 20 Jun 2017

As David Davis starts UK Brexit negotiations in Brussels this week with a "positive and constructive" state of mind, despite the General Election result, ESMA continues to push back, turning its attention to the topic of "Substance".

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UK goes to the Polls and ESMA issues Brexit Opinion
Insights | 08 Jun 2017

Private Equity and Real Estate Fund Managers with operations in the UK are faced with the prospect of having to change their current operating models to protect their businesses in the face of Brexit, whether hard or soft.

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The drive for greater transparency - Who owns that property?
Insights | 02 May 2017

UK Government issues call for evidence on beneficial ownership register of non-UK ownership of UK property

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"Laying down the law," Real Estate European Regulation Roundtable
Insights | 07 Apr 2017

Simon Burgess, Managing Director of Funds at Ocorian sits down with real estate peers to discuss the impact of Brexit and other European regulatory issues to the real estate financial sector.

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Substance to remain under the regulatory and political microscope
Insights | 08 Aug 2016

With the constant onslaught of compliance requirements and regulation from various local, national and international bodies and governments all over the world, the theme of substance remains a key topic of discussion in the alternative investment industry.

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The threat of cyber-attack is real and cannot be ignored
Insights | 05 Jul 2016

Many regulatory bodies and industry associations have highlighted, and continue to highlight the importance of cyber security. From the SEC in the US to the BVCA in the UK, the threat posed by cyber risks are real and can have a significant impact on compan...

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Competition for capital in the alternative investment market
Insights | 04 Mar 2016

It is safe to say that the competition for capital in the real estate and private equity industry is as competitive as it has ever been. With an ever-growing list of funds on the road seeking new capital; performance opens the door, but to win capital from ...

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The evolving role of the CFO at real estate and private equity houses
Insights | 15 Jan 2016

Over the last number of years, in particular since the global financial crisis, the role of the CFO at real estate and private equity asset management firms has evolved. The CFO's of today are not only responsible for tactically handling the day-to-day issu...

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Private equity and real estate firms drive for timely and transparent reporting
Insights | 16 Nov 2015

The development of the Real Estate and Private Equity industry in recent years, coupled with an ever-evolving regulatory landscape and an investor base typically spanning multiple jurisdictions, has resulted in many firms adopting a more complex investment ...

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Focus on Philanthropy
Publications | 26 Sep 2017

Ocorian's Family Office team explore how wealthy families get the most out their donations. We have observed that there are two main factors in creating a successful outcome in the charity sector: Engagement and Rigour.

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Ocorian Private Client
Publications | 04 Sep 2017

Ocorian (previously Bedell Trust) was founded in 1971 and has extensive experience of establishing and managing complex high value structures for international clients, working directly with our clients, professional advisers and intermediaries.

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Jersey Investment Funds: An overview
Publications | 01 Jul 2017

Jersey is one of the premier offshore jurisdictions for the establishment of investment funds and other investment structures. Jersey is highly regarded for the quality of its regulatory regime and its legal and other service providers. Investment funds con...

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Jersey Beneficial Ownership and Control Register - Update
Publications | 21 Jun 2017

The Companies Registry at the Jersey Financial Services Commission ("JFSC") is making changes to the way it collects information concerning beneficial ownership and control ("BO&C"). Jersey has made an international commitment to having an up to date and cu...

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Protectors
Publications | 21 Jun 2017

As a result of increasing demand from clients and advisers, Ocorian has incorporated a dedicated company whose sole focus is the provision of protector and enforcer services.

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Common Reporting Standard Reporting and Account Holders
Publications | 26 May 2017

Following our last CRS briefing ('second update') issued in June 2016 to clients and their professional advisors, we are now able to provide a further update. This latest update covers the scope of persons and structures likely to be reportable under the...

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Services for Senior Private Equity Executives
Publications | 02 May 2017

The Family Office team at Ocorian have a number of Senior Private Equity Executives as clients. This factsheet summarises the main services that Ocorian provides to those clients.

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Outsourced Family Office Services
Publications | 02 May 2017

Ocorian (previously Bedell Trust) was founded in 1971 and has extensive experience of establishing and managing complex high value structures for international clients.

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Household Expense Tracking
Publications | 02 May 2017

The Family Office team at Ocorian regularly assist their client families with household expense tracking. This factsheet summarises the main features of this service.

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An Introduction to Trusts
Publications | 01 May 2017

A trust is a legal arrangement which exists in many jurisdictions where typically one person (a settlor) transfers assets to a trustee, who accepts ownership of the assets not for his or her own use and benefit but for the benefit of others (the beneficiari...

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Anti-Financial Crime Briefing for Directors
Publications | 01 May 2017

Directors of vehicles subject to financial regulation and/or subject to Ani-Money Laundering regulation are required to ensure compliance with a long list of requirements. This briefing seeks to set these out at a high level to assist newly appointed or tho...

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Employee Benefit Trusts (EBT)
Publications | 01 May 2017

Employee Benefit Trusts ("EBT's") have been around since the mid 1980s and are an increasingly popular approach used by corporates to incentivise, attract and retain key employees. These discretionary trusts are extremely flexible and continue to be used by...

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Shari'ah Compliant Investment Structures
Publications | 01 May 2017

We have firmly established ourselves as a leading provider of administration services for Shari’ah compliant investment structures. Our experience, which covers a broad cross-section of specialised Islamic finance arrangements, includes transactions involvi...

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Jersey Limited Liability Partnerships
Publications | 14 Apr 2017

Jersey LLPs are governed by the Limited Liability Partnerships (Jersey) Law 1997 (as amended, the "Law"). This briefing summarises the main requirements to form an LLP and highlights its principal features.

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Common Reporting Standard and the Impact on Employee Benefit Trusts
Publications | 29 Mar 2017

Ocorian previously issued a briefing in November 2015 ("first update") to all its clients and intermediaries regarding the status of CRS for such clients and structures administered by Ocorian in Jersey.

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Common Reporting Standard and the Impact on Employee Benefit Trusts - Brochure
Publications | 07 Mar 2017

CRS is the result of the drive by G20 nations to develop a global standard for the automatic exchange of financial account information.

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Common Reporting Standard ("CRS") and the Impact on Private Equity Investment Structures
Publications | 20 Feb 2017

CRS is the result of the drive by G20 nations to develop a global standard for the automatic exchange of financial account information. This follows the approach taken to implement United States ("US") FATCA.

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Private Trust Companies
Publications | 16 Feb 2017

A private trust company, or PTC as it is commonly known, is a useful vehicle to consider in the planning and establishment of trust structures for high net worth and ultra high net worth families. Rather than transferring assets to a professional service pr...

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Employee Benefit Trust Management Services
Publications | 18 Jan 2017

Our dedicated team has been operating in the employee benefits industry for over 25 years as an independent provider of trustee services to a broad client base ranging from high profile FTSE 100 and 250 companies to private companies and partnerships.

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Common Reporting Standard and Real Estate Investment Structures
Publications | 15 Dec 2016

Following the implementation of the Common Reporting Standard on 1st January 2016, Ocorian's dedicated tax compliance and reporting team continues to proactively review the regulations and consider the potential implications for our clients.

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Common Reporting Standard ("CRS") and the Impact on Real Estate Investment Structures
Publications | 14 Dec 2016

CRS is the result of the drive by G20 nations to develop a global standard for the automatic exchange of financial account information. This follows the approach taken to implement United States ("US") FATCA.

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Ocorian Family Office Services Brochure
Publications | 01 Dec 2016

We understand that a wealthy family in the 21st Century have many demands on their time and many responsibilities arising from the wealth they have generated.

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S110 Aircraft Finance Structures
Publications | 01 Aug 2016

On the 6th February 2011 the Irish Finance Act 2011 enacted changes to Section 110 ("S110") of the Taxes Consolidation Act 1997 introducing aircraft and engines as qualifying assets (under the definition of "Plant and Machinery") and creating a new class of...

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The Common Reporting Standard ("CRS") - second update (June 2016)
Publications | 15 Jun 2016

Bedell Trust previously issued a briefing in October 2015 ("first update") to all its clients and intermediaries regarding the status of CRS for such clients and structures usually administered by Bedell Trust Company in Jersey.

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The Common Reporting Standard Jersey Guidance Notes Update
Publications | 01 Mar 2016

Further to our briefing note "The Common Reporting Standard: draft Jersey legislation released" dated November 2015 ("November Briefing Note"), the Chief Minister's Department has published draft guidance notes dated February 2016 ("Guidance Notes") which p...

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Aircraft finance structures and aircraft registration in mauritius
Publications | 15 Jan 2016

Aircraft are capital intensive assets and as a result, the acquisition of an aircraft and its commercial benefits should be effected through a tax efficient structure. This requires acquisition through a vehicle which is in a jurisdiction with a reliable le...

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Aircraft SPV administration
Publications | 13 Jan 2016

Ocorian Ireland is part of Ocorian, a leading provider of fiduciary services with offices in key financial centres - Jersey, Guernsey, London, Dublin, Mauritius, Singapore, Luxembourg and Cayman.

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International Shipping Finance in Ireland
Publications | 13 Jan 2016

Bedell Trust Ireland has extensive experience providing fiduciary, administrative and outsourcing services to the global asset finance industry and has a track record as a service provider to shipping finance transactions.

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The Foreign Account Tax Compliance Act ("FATCA") – update
Publications | 11 Nov 2015

FATCA was introduced by the United States in 2010. By the end of 2013 many overseas jurisdictions, including, in particular, Jersey, Guernsey, Cayman and the British Virgin Islands (Crown Dependencies and Overseas British Territories) had entered into Inter...

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The Common Reporting Standard ("CRS") update
Publications | 11 Nov 2015

The CRS initiative follows on the heels of US FATCA and, for Crown Dependencies, such as Jersey and Guernsey, UK FATCA. Although UK FATCA will be in force for exchanging information in 2016 for the Crown Dependencies it is anticipated that it will subseque...

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Jersey Foundations: How are they being used?
Publications | 01 Nov 2015

The Jersey foundation was introduced in July 2009 as a new form of incorporated vehicle. From the beginning, three broad categories of use for the Jersey foundation - for succession planning, as orphan structures for specified purposes, and for philanthropy...

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Jersey Very Private Funds
Publications | 01 Oct 2015

A popular choice with those fund promoters looking for a flexible vehicle with a light-touch regulatory regime is the Jersey 'Very Private Fund' ("VPF"). The key criteria for establishing a fund as a VPF is that it must not be offered to more than 15 potent...

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Foundations: Migrating to Jersey
Publications | 01 Apr 2015

The Foundations (Jersey) Law 2009 (the "Law") allows for the establishment of Jersey foundations, and adds significantly to the structuring opportunities available to clients selecting Jersey as a jurisdiction for private wealth management purposes.

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Jersey Foundations
Publications | 01 Apr 2015

The Foundations (Jersey) Law 2009 (the "Law") allows for the incorporation of Jersey foundations. A Jersey foundation is an incorporated body, able to transact, and to sue and be sued, in its own name. It acts through its council, which is the body charged ...

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Philantropy
Publications | 01 Apr 2015

For many people, philanthropy is a topic of increasing importance. Whilst philanthropy may, in strict terms, focus on the wellbeing of human kind, the term tends to be given a wider meaning, encompassing a broad range of giving initiatives. Some of those in...

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Non-charitable purpose trusts
Publications | 01 Feb 2015

Non-charitable purpose trusts are expressly provided for by the Trusts (Jersey) Law 1984 as amended (the "Trusts Law"). Whilst the Trusts Law provides that a trust will be invalid to the extent that "it is created for a purpose in relation to which there is...

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The Duties of Directors under Jersey Law
Publications | 01 Feb 2015

The text of this briefing is limited in its application to Jersey companies. This is a complex area of law not easily summarised into short form. It follows that this briefing should in no way be regarded as exhaustive.

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Alternative Investment Fund Managers Directive new Jersey regulations and the impact on existing Jersey structures
Publications | 01 Oct 2014

This briefing provides an overview of the regulatory authorisations which Jersey AIFs, Jersey AIFMs and other Jersey service providers require in order to continue their EU activities.

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Jersey Trusts
Publications | 01 Feb 2014

A "trust" is a legal arrangement which exists in many jurisdictions when one person (a "trustee") owns assets not for his own use and benefit but for the benefit of others (the "beneficiaries"). It is normal, but not essential, for a trust to be constituted...

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The foreign account tax compliance act ("FATCA") - United States
Publications | 14 Aug 2013

The Foreign Account Tax Compliance Act ("FATCA") is US legislation which was signed into US Law in 2010 as part of the US Hiring Incentives to Restore Employment (HIRE) Act.

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Real Estate holding structures in Jersey
Publications | 01 Jun 2013

A wide range of Jersey entities may be used for real estate holding structures, with companies, limited partnerships and unit trusts being the most commonly favoured, often in combination. The choice of entity will depend principally on the proposed use of ...

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Jersey Agrees Tax Package with the UK
Publications | 13 Mar 2013

Underlining its commitment to transparency and information exchange, the States of Jersey have confirmed its intention to adopt a package of tax measures with the UK, widely referred to as "UK FATCA", which are consistent with those agreed with Guernsey and...

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Changes to the rules on Jersey Fund prospectuses
Publications | 01 Oct 2012

Changes are being made to the regulation of prospectuses issued by Jersey "certified funds" - that is, collective investment funds established under the Collective Investment Funds (Jersey) Law 1988.

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Jersey Expert Funds
Publications | 01 Jul 2012

This briefing explains the regulatory classification for collective investment funds established in Jersey qualifying as "expert funds". The expert fund classification provides a flexible "fast track" procedure for the establishment of investment funds in J...

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Jersey Listed Funds
Publications | 01 Jul 2012

This briefing explains a new regulatory classification for listed investment funds established in Jersey, which was introduced by the Jersey Financial Services Commission (the "JFSC") with effect from 9 January 2007. The listed fund classification has been ...

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Private Equity Funds in Jersey
Publications | 01 Jul 2012

Private equity funds are typically established as limited partnerships and this overview therefore focuses upon the principal features, formation, regulation and taxation of limited partnerships for such purposes.

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Jersey Private Placement Funds
Publications | 01 Jan 2012

A new private placement fund regime has been introduced in Jersey, with the issue of the Jersey Private Placement Fund Guide (the "Guide") by the Jersey Financial Services Commission ("JFSC") on 26 January 2012. The Guide sets out new criteria for the regul...

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Procedure for the incorporation of a Jersey Company
Publications | 01 Apr 2010

This briefing provides an outline of the procedure for the incorporation of a Jersey company. Jersey company law is governed by the Companies (Jersey) Law, 1991, as amended (the "1991 Law") which came into force on 30 March, 1992 and repealed the earlier Co...

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