Articles and news from Maitland’s thought leaders.

Intouch

March 2018 Edition

March 2018

John Versfeld, Senior Manager – Static & Market Data Management in Cape Town, explains what Maitland is doing to accommodate collateral management changes brought about by the JSE’s “ITaC” project in South Africa. The project is a multi‐year programme of work focused on the introduction of an integrated solution for the JSE’s trading and clearing services.

March 2018

Benjamin Reid, Senior Manager – Business Development & Client Management (LatAm), and Pedro Olmo, Client Service Manager (LatAm), in Miami describe Maitland’s ability to offer a daily NAV to Brazilian fund managers as the final step in enabling us to fully service this growing market.

March 2018

Maitland’s Traditional Fund Services (TFS) team in Cape Town is in the final stages of a project that will automate the review and validation of each NAV daily whilst at the same time offering richness of functionality to allow a wide range of checks and balances to be included as part of the validations.

March 2018

There are a multitude of citizenship-by-investment programmes available, so many in fact that it is easy to get confused. It is important to identify your needs, but for those wanting a relatively quick and cost-effective solution, Malta’s Residence and Visa Programme (MRVP) may suit both your pocket and your lifestyle.

March 2018

Lenin Perumalsamy, Senior Manager – Hedge Fund Solutions, with Maitland in Grand Cayman, Cayman Islands, outlines a vision of how Maitland intends to introduce blockchain technology into the alternative fund administration.

March 2018

Andrew Knight, Partner in Luxembourg, wrote a detailed “mid-term” retrospective on the Common Reporting Standard (CRS). He argues that while the OECD has, through the CRS, achieved significant success in implementing a global system of AEOI, that success is tempered by a number of weaknesses.

March 2018

In the past year the UK government has pressed ahead with some significant consultation papers and changes which will in future affect beneficial owners of non-resident legal entities owning UK commercial property. Selu Mdlalose, Client Service Director, highlights the three changes likely to be of most interest to clients.

March 2018

Stephen Kelly, Investment Analyst in London, believes that an ultra-long-term view to wealth planning could allow you to create a perpetual family legacy from small beginnings.

March 2018

On the emotional scale of investing, driven by fear and greed, venture capital comes in at the extreme end of both. Small businesses raising funds are often left in a precarious position. However, in South Africa, Section 12J of the Income Tax Act allows for investing terms that ensure a better survival rate for small businesses. 

March 2018

Cécile Schlub, Senior Associate in Monaco, discusses the new French wealth tax regime which applies to residential real estate. If French real estate is held through trust, corporate or other investment structures, non-resident owners should carry out a full review and note that wealth tax filings are due by end-May.

March 2018

Bruce McGlogan, Head of Product – Private Equity & Real Estate (Africa / Europe), and Greg Kok, Head of ManCo Services (Global), discuss the increased growth of private equity and real estate (PERE) as an asset class, with a focus on Europe.

March 2018

Andrew Knight, Partner, and Evi Koutsioumpa, Associate, provide an overview of new legislation in Luxembourg relating to a further initiative of the EU to achieve greater transparency including the introduction of two beneficial ownership registers, one for Luxembourg legal entities and the other for fiduciary arrangements.

March 2018

Ameerah Satar, Client Service Manager (Private Clients) with Maitland in Mauritius, gives an overview of the Stock Exchange of Mauritius which is becoming an increasingly attractive option for foreign investors.

Head of Fiduciary Services, South Africa

Senior Client Service Manager – Private Equity

Head of Corporate and Fiduciary Services, Luxembourg

Senior Compliance Officer

Senior Client Service Manager – Fiduciary Services

Maitland is licensed as required for the services it offers. For further information on the licence permissions applicable to your jurisdiction please visit our website at maitlandgroup.com. The content and opinions herein are for information purposes only. They are not intended to constitute legal, financial or other professional advice, and should not be relied upon as such or treated as a substitute for specific advice relevant to particular circumstances. Neither Maitland as a group nor any of its member firms or affiliated entities accepts any responsibility for any errors, omissions or misleading statements in this publication, or for any loss which might arise from reliance on the material. No mention of any organisation, company or individual, whether on these pages or not, shall imply any approval or warranty as to the standing and capability of any such organisations, companies or individuals on the part of Maitland. Before making any decision or taking any action that may affect your finances or your business, you should consult a qualified professional adviser. Please note that, whilst all reasonable care has been taken to ensure the correctness of this publication, the information may not be applicable for all jurisdictions. Read our Data Protection Policies.

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