Ocorian Guernsey

At Ocorian, we have extensive experience supporting fund managers with setting up alternative investment funds in Guernsey and administering them throughout their lifecycle. This helps accelerate your time to market and provide you with operational excellence across your fund’s back office.

Explore Funds@Core

• AIFM services: We offer both delegation and advisory models for Alternative Investment Fund Managers (AIFMs), ensuring compliance with AIMFD regulatory requirements.
• Fund accounting: Our experienced team provides accurate and timely fund accounting services, including financial reporting and valuations.
• Fund administration: We handle the day-to-day administration of your fund, including investor services, cash management, and regulatory reporting.
• Depositary services: We act as a custodian, safeguarding your fund's assets and ensuring compliance with regulatory standards.
• Company secretarial services (CoSec): We provide comprehensive company secretarial services, including board meetings, record-keeping, and corporate governance.
• Fund Directorships and GP/carry vehicle services: We offer director services and the establishment and administration of General Partners and Carry Vehicles.
• SPV and corporate services: We provide a range of corporate services, including the establishment and administration of Special Purpose Vehicles (SPVs).
• Solvency/liquidity administration: We help ensure your fund maintains adequate solvency and liquidity levels.

Our specialist financial services regulatory team, assists clients in navigating complex and evolving regulatory requirements in the Channel Islands, offering clarity and peace of mind.

The compliance team offers a wide range of regulatory & compliance solutions, including:

• Compliance advice – Our local team offers practical advice on their experience working closely with the regulators to give you peace of mind that your compliance setup is watertight and adheres to local rules.
• Internal audits – You will need regular reviews to ensure you are compliant with the Guernsey regulator’s requirements. Our risk-based approach allows us to independently check your compliance framework, matching it to the regulator’s expectations.
• Financial crime & AML training – Our team have experience across all areas of financial crime, from training and getting your policies right to preparing you for regulatory visits.
• RegTech – We stay on top of the fast-moving RegTech market, regularly meeting new firms and getting under the bonnet of products that help our clients. 

To learn more about our regulatory & compliance offering in Guernsey, contact our team today.

Our Guernsey corporate services team partners with clients to reduce the burden of corporate administration. By simplifying complex corporate structures and enhancing governance, we help clients achieve cost savings and operational efficiency.

Our experienced team offers a wide range of corporate services, including:

• Company Formation and registration in Guernsey: Our locally based corporate administrators can help you with the incorporation of local or non-Channel Islands companies, including the preparation of the necessary statutory and organisational documents.
• Corporate administration: We administrate corporate subsidiaries, tax-efficient structures and SPVs to enable you to focus on growth and expansion in Guernsey.
• Accounting, financial reporting, and tax services: We offer comprehensive entity accounting solutions so you can keep up to speed with accounting, tax, and reporting standards.
• Directors and substance services: Our Guernsey-based directors have a broad range of backgrounds and can provide a complete substance solution to your business, as well as access to a diverse range of expertise.
• Corporate restructuring and liquidation: Our team have expertise in restructuring and legally winding up your entities to avoid unnecessary disbursements and fees. 

To learn more about incorporating a company in Guernsey, contact our team today.

Our private client team in Guernsey are experts in looking after complex, high-value structures for family offices and ultra-high-net-worth individuals. We cross borders to protect and preserve financial affairs across family and institutional business operations, global investments, inter-generational wealth transfers and succession planning. 

Our experienced team offers a range of private client services, including:

• Contentious Trusts - We support trustees and beneficiaries to achieve satisfactory and timely outcomes in the unfortunate event of a family dispute or relationship breakdown.
• Family Office services in Guernsey  – Our team offers a full suite of tailored family office services for single and multi-family office structures. We work with established family businesses or advisors to fill gaps in their in-house provision.
• Private family trusts – We provide a wide range of trust services in Guernsey to help protect and manage private and family wealth. Our trust management services team will guide you through the process of choosing from the types of trusts available.
• Succession planning - We will work with you to create a plan that solidifies your succession ambitions and ensures the right governance is in place for the smooth transfer of assets and leadership.

To learn more about our private client services in Guernsey, contact our team today.