AIMA & KPMG Autumn Briefing


AIMA and KPMG are delighted to invite you to a breakfast seminar on Wednesday 18 September to discuss recent developments relevant to asset managers.

Topics include:

EU Economic Substance rules – a Cayman perspective

  • Where are we now – the latest law & guidance
  • Choices for a Cayman fund manager - restructuring options
  • Longer term view for Cayman managers and Cayman funds

New challenges for UK asset managers engaging with tax authorities

  • Documentation and tactics regarding HMRCs new Profit Diversion Compliance Facility (the PDCF) – nudge letters, red flags, hallmarks and risk indicators
  • Tax authorities’ tools and approach as they ‘go digital’ and seek to manage and exploit data flows from CbCR, CRS, APAs, tax rulings
  • Experiences around HMRCs evolving approach to the asset management sector & strategy going forward 

Securities Financing Transactions Regulation

  • An overview of the SFTR conundrum
  • Industry pain points - considerations for the buy-side community
  • Next steps – what does good really look like?


Richard Scott-Hopkins, Partner, KPMG Cayman Islands
Graeme Webster, Director, KPMG UK
Marcus Threadgold, KPMG UK

Rachel Hanger, Head of Asset Management, KPMG UK

This event is now full. Please contact to be added to the wait list.

Sponsored by: