JFSC

Statement of Guidance

157 published document(s) from Jersey Financial Services Commission.

CitationStatusSummary
Benchmarking under the Code of Practice for Investment BusinessIn forceThis guidance note explains how registered persons providing investment business in Jersey should meet the benchmarking requirement in paragraph 2.29 of t…
Circulation in Jersey of offers to retail investors by foreign domiciled personsIn forceThis JFSC guidance explains when a foreign domiciled person must obtain the JFSC's prior consent before circulating an offer for subscription, sale or exc…
Co-ordinated Portfolio Investment Survey (CPIS) Guidance Note for Jersey ParticipantsStatus not confirmedThis is a guidance note explaining how Jersey-resident entities must complete the annual IMF Co-ordinated Portfolio Investment Survey (CPIS), a global sta…
Companies (Jersey) Law 1991: Recognised AuditorsStatus not confirmedThis is JFSC guidance explaining Jersey's recognized auditor regime under Part 16 of the Companies (Jersey) Law 1991. It applies to auditors of market tra…
Comparison: Terrorist Financing, Money Laundering, and Financing the Proliferation of Weapons of Mass DestructionStatus not confirmedThis is a JFSC guidance document presenting a comparison table that explains the differences and similarities between Terrorist Financing (TF), Money Laun…
Conflicts of Interests requirements under Principle 2 the Code of Practice for Investment BusinessIn forceThis guidance note from the JFSC sets out expectations for registered persons carrying on investment business under the Code of Practice for Investment Bu…
Consequential amendments to Codes to take account of Jersey legislative changes regarding BrexitStatus not confirmedThis is a JFSC Position Paper explaining consequential amendments made to three fund related Codes of Practice to align them with Jersey legislative chang…
Countering proliferation of weapons of mass destruction and its financing (Guidance on countering the financing of proliferation of weapons of mass destruction)Status not confirmedThis is JFSC guidance, issued jointly with the Minister for External Relations and Financial Services, explaining how Jersey industry should counter the f…
Effective examination preparation and engagementStatus not confirmedThis is JFSC guidance on how regulated entities should prepare for and engage with a JFSC examination. It sets out practical steps to take before, during…
FSB Licensing of LLPsStatus not confirmedThis JFSC guidance note explains how the Commission applies its Fund Services Business (FSB) licensing policy to applicants structured as limited liabilit…
FSB Licensing of SLPs and ILPs with an LLP GPStatus not confirmedThis JFSC guidance note explains how the Commission applies its Fund Services Business (FSB) licensing policy to Separate Limited Partnerships (SLPs) and…
FSB Licensing of: LPs that have an LLP as their GPStatus not confirmedThis is JFSC guidance (Document B of a three-part series) explaining how the Commission applies its Fund Services Business (FSB) licensing policy where a…
GN JIBS 12 - Validation and verification of the '1.2 LCR-LMR' SheetStatus not confirmedThis is a technical guidance note issued by the JFSC that documents the automated validation and verification checks applied to the '1.2 LCR-LMR' sheet of…
GN JIBS 6.2 - Validation and verification of the '6.2 Leverage Ratio' Sheet (Revised February 2019)Status not confirmedThis guidance note explains the automated validation and verification checks that run when a JIB (Jersey international bank) submits the '6.2 Leverage Rat…
GN JIBs 10.1 Funding Concentrations Validation and Verification (March 2019)Status not confirmedThis is a technical guidance note explaining the automated validation and verification checks applied to the '10.1 Funding Concentrations' sheet within th…
GN JIBs 102 - Validation and verification of the '10.2 HQLA Details' SheetStatus not confirmedThis guidance note is a technical reference for banks that submit the JFSC's liquidity prudential reporting template (JIBs). It sets out, cell by cell, th…
GN JIBs 21 - Validation and verification of the '2.1 BS Assets' SheetStatus not confirmedThis guidance note is a technical reference explaining the automated validation and verification checks that run when a Jersey International Bank (JIB) su…
GN JIBs 22 - Validation and verification of the '2.2 Credit Summary' SheetStatus not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks applied to the '2.2 Credit Summary' sheet of t…
GN JIBs 23 - Validation and verification of the '2.3 BS Liabilities' Sheet (January 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining how it validates and verifies data submitted on the '2.3 BS Liabilities' sheet of the prudentia…
GN JIBs 5.2 Commodities Validation - Standardised approach to market risk (December 2018, rev. February 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks applied to the 5.2 Commodities sheet of the Je…
GN JIBs 5.3 Settlement Risk - Credit Risk Validation and Verification (December 2018)Status not confirmedThis guidance note explains the automated validation and verification checks that run when a JIB (Jersey international bank) submits the 'Settlement Risk…
GN JIBs 5.4 Settlement Risk - Capital: Validation and verification (Revised February 2019)In forceThis is a technical guidance note issued by the JFSC explaining the automated validation and verification checks applied to the '5.4 Settlement Risk - Cap…
GN JIBs 6.1 - Validation and verification of the '6.1 Capital Adequacy' SheetIn forceThis guidance note explains the automated validation and verification checks the JFSC applies to the '6.1 Capital Adequacy' sheet of the prudential report…
GN JIBs 72 - Validation and verification of the '7.2 IRRBB - Accounting Currency' Sheet (March 2019)Status not confirmedThis guidance note is a technical reference for banks (referred to by the JFSC as JIBs) that must submit the '7.2 IRRBB - Accounting Currency' sheet as pa…
GN JIBs 8.4 - Validation and verification of the 'Lending by Sector' Sheet (March 2019)Status not confirmedThis guidance note explains the automated validation and verification checks that run when a Jersey International Bank (JIB) submits the '8.4 Lending by S…
GN JIBs 86 - Validation and verification of the '8.6 Exempt Large Exposures' SheetStatus not confirmedThis is a technical guidance note issued by the Jersey Financial Services Commission explaining the automated validation and verification checks applied t…
GN-JIBs-13: Validation and verification of the '1.3 NSFR' Sheet (December 2018)Status not confirmedThis guidance note explains the automated validation and verification checks that run when a Jersey International Bank (JIB) submits the '1.3 NSFR' sheet…
GN-JIBs-25: Validation and verification of the '2.5 Profit and Loss' SheetStatus not confirmedThis guidance note explains the automated validation and verification checks that run when a JIB (Jersey international bank) submits the '2.5 Profit and L…
GN-JIBs-8.2 Loan Security Validation and Verification (March 2019)Status not confirmedThis guidance note explains the validation and verification checks that the JFSC applies to the '8.2 Loan Security' sheet within the prudential reporting…
Guidance Note - Validation and verification of the '3.5 OTC - Equities' Sheet (JIBs prudential reporting) (February 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks applied to the '3.5 OTC - Equities' sheet of t…
Guidance Note - Validation and verification of the '5.1 FX & Gold' Sheet (JIBs prudential reporting) (2018-12)Status not confirmedThis guidance note explains the automated validation and verification checks that the JFSC runs on the '5.1 FX & Gold' sheet of the JIBs (Jersey Internati…
Guidance Note - Validation and verification of the '8.3 Total Deposits' Sheet (JIBs 8.3) (2019-03)Status not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks applied to the '8.3 Total Deposits' sheet of t…
Guidance Note - Validation and verification of the '9.1 Fiduciary Activity' Sheet (JIBs)Status not confirmedThis guidance note explains the automated validation and verification checks that the JFSC runs when a JIB submits the '9.1 Fiduciary Activity' sheet as p…
Guidance Note - Validation and verification of the '9.8 Local Interbank Market' Sheet (JIBs 9.8)Status not confirmedThis is a technical guidance note from the JFSC explaining the validation and verification checks that run when a Jersey Interbank (JIB) submits the '9.8…
Guidance Note GN JIBS 9.2 - Validation and verification of the '9.2 Parent Accounts' Sheet (July 2019)Status not confirmedThis is a technical guidance note issued by the JFSC explaining the validation and verification checks applied to the '9.2 Parent Accounts' sheet within t…
Guidance Note on Prudential Reporting of Financial DataStatus not confirmedThis is a technical guidance note issued by the JFSC explaining how Jersey branches of Overseas Incorporated Banks (OIBs) should complete the prudential '…
Guidance Note on Prudential Reporting of Financial Data for JIBsStatus not confirmedThis is a detailed technical guidance note from the Jersey Financial Services Commission explaining how Jersey incorporated deposit takers (JIBs) should c…
Guidance Note on Prudential Reporting of Liquidity Data (Branches) - Issued August 2019, Amended October 2019Status not confirmedThis JFSC guidance note explains how Jersey branches of overseas incorporated banks (OIBs) should complete the prudential liquidity data returns required…
Guidance Note on Prudential Reporting of Liquidity Supporting Data (re-issued February 2020)Status not confirmedThis guidance note explains how Jersey International Banks (JIBs) must complete the liquidity supporting data sections of the prudential return. It covers…
Guidance Note on Prudential Reporting of Loans and Deposits Data (March 2019)Status not confirmedThis is a guidance note from the Jersey Financial Services Commission explaining how Jersey banks (JIBs) should complete the loans and deposits data sheet…
Guidance Note on Prudential Reporting of Market Risk Data (August 2019)Status not confirmedThis is JFSC guidance explaining how Jersey branches of Overseas Incorporated Banks (OIBs) should complete the market risk data sheets of the Prudential R…
Guidance Note on Prudential Reporting of Market Risk under the Standardised Approach to Market Risk (December 2018)Status not confirmedThis guidance note explains how Jersey incorporated registered deposit takers (JIBs) must complete the market risk sections of their Prudential Return und…
Guidance Note: AIFMD Regime: Exemptions and JFSC FormsIn forceThis JFSC guidance note explains the exemptions available under the Alternative Investment Funds (Jersey) Order 2013 and the Financial Services (Jersey) L…
Guidance Note: Advice vs Arranging in the context of Trust Company Business (2001-09-13)Status not confirmedThis 2001 guidance note from the JFSC clarifies the boundary between giving professional 'advice' (unregulated) and 'arranging' (regulated as trust compan…
Guidance Note: Applications under the Insurance Business (Jersey) Law 1996Status not confirmedThis is JFSC guidance explaining what supporting documentation must accompany applications for a Category A or Category B permit to carry on insurance bus…
Guidance Note: Applications under the Motor Traffic (Third-Party Insurance) (Jersey) Law 1948Status not confirmedThis guidance note explains the process for insurance companies that want to write motor vehicle liability insurance in or from Jersey. Approval as an aut…
Guidance Note: Approval of Concession Limits for Governments and Connected Banks (revised 12 December 2014)Status not confirmedThis JFSC guidance note explains how a Jersey bank can apply for a Concession Limit that permits it to exceed the standard 25% of Agreed Capital Resources…
Guidance Note: Basel III: Liquidity Management and Reporting for Jersey Incorporated Deposit Takers (June 2018)Status not confirmedThis is a JFSC guidance note explaining how Jersey incorporated deposit takers (JIBs, i.e. Jersey-incorporated banks) should manage and report liquidity r…
Guidance Note: Compliance MonitoringIn forceThis JFSC guidance note explains supervisory expectations for the compliance monitoring plan (CMP) that registered and supervised persons must maintain to…
Guidance Note: Definitions and Guidance on the Adjusted NET Liquid Assets (ANLA) CalculationStatus not confirmedThis guidance note explains how registered persons must perform the Adjusted Net Liquid Assets (ANLA) calculation, also called the Resource Requirement Ca…
Guidance Note: Forward Foreign Exchange Transactions (2010-09-13)Status not confirmedThis JFSC guidance note clarifies when forward foreign exchange dealing counts as a regulated activity under the Financial Services (Jersey) Law 1998, and…
Guidance Note: Impact of International Financial Reporting Standards (IFRS) on Banking Prudential ReportingStatus not confirmedThis is a Jersey Financial Services Commission guidance note explaining how deposit-taking banks should adjust their prudential returns to accommodate the…
Guidance Note: Integrity and Competence (2018-07-19)Status not confirmedThis guidance note explains how the JFSC interprets and applies the 'integrity' and 'competence' threshold conditions under Article 9 of the Financial Ser…
Guidance Note: Limited Liability Partnerships (Jersey) Law 1997Status not confirmedThis is a JFSC guidance note explaining how the Limited Liability Partnerships (Jersey) Law 1997 works in practice. It covers formation, naming, ongoing a…
Guidance Note: Limited Partnerships (Jersey) Law 1994Status not confirmedThis is a JFSC guidance note explaining how limited partnerships are formed and regulated under the Limited Partnerships (Jersey) Law 1994. It describes t…
Guidance Note: Liquidity Management and Reporting (May 2007)Status not confirmedThis is a JFSC guidance note explaining minimum standards for liquidity risk management and reporting that apply to Jersey incorporated deposit takers (ba…
Guidance Note: Managed Trust Company BusinessIn forceThis JFSC guidance note explains the regulatory expectations for a Managed Trust Company (MTC), a trust company business that is registered in its own rig…
Guidance Note: Natural Persons carrying on a single class of Trust Company BusinessStatus not confirmedThis JFSC guidance note explains how the trust company business regulatory framework applies to natural persons (sole traders) registered under Article 9…
Guidance Note: Natural Persons undertaking the activity of acting as a Director under the Financial Services (Jersey) Law 1998Status not confirmedThis is JFSC guidance interpreting when a natural person acting as a company director, outside a regulated trust company business, must register under the…
Guidance Note: Pillar 2 in JerseyIn forceThis is a JFSC guidance note explaining how Pillar 2 of the Basel II/III capital framework applies to Jersey incorporated deposit takers (JIBs). It sets o…
Guidance Note: Prudential Reporting of Capital Ratios (Last revised 1 January 2025)In forceThis guidance note sets out how Jersey incorporated banks (JIBs) must calculate the risk based capital ratios required under the Code of Practice for Depo…
Guidance Note: Prudential Reporting of Interest Rate Risk in the Banking Book (March 2019)Status not confirmedThis is a JFSC guidance note explaining how Jersey incorporated registered deposit takers (JIBs) should complete the interest rate risk in the banking boo…
Guidance Note: Prudential Reporting of Liquidity RatiosIn forceThis is a detailed technical guidance note setting out how Jersey incorporated banks (JIBs) must calculate and prudentially report their liquidity ratios.…
Guidance Note: Prudential Reporting of Loans and Deposits DataStatus not confirmedThis is a technical guidance note from the Jersey Financial Services Commission explaining how Jersey branches of Overseas Incorporated Banks (OIBs) shoul…
Guidance Note: Prudential Reporting of Operational Risk (December 2018)Status not confirmedThis is JFSC guidance explaining how Jersey deposit-taking banks (JIBs) must complete the operational risk module of the Prudential Reporting template, us…
Guidance Note: Prudential Reporting of Other Prudential Data (March 2019)Status not confirmedThis guidance note explains how Jersey International Banks (JIBs) should complete the 'Other Prudential Data' section (module 9) of their quarterly pruden…
Guidance Note: Remediation Action PlansStatus not confirmedThis JFSC guidance note explains what the Commission expects to see in a remediation action plan prepared by a registered person after an Examination (or…
Guidance Note: Securities Issues by Jersey CompaniesStatus not confirmedThis JFSC guidance note explains how the Commission reviews and grants consent for securities issues by Jersey incorporated companies and Jersey Limited L…
Guidance Note: Sustainable FinanceStatus not confirmedThis is a Jersey Financial Services Commission guidance note explaining how firms should meet two existing obligations under the codes of practice: managi…
Guidance Note: Transfers of Insurance Business under the Insurance Business (Jersey) Law 1996 (2014-01-10)Status not confirmedThis JFSC guidance note explains the regulatory approval process for transfers of insurance business under Article 27 and Schedule 2 of the Insurance Busi…
Guidance Note: Treatment of Insurance Companies under the Financial Services (Jersey) Law 1998 in respect of Investment Business (2010-09-13)Status not confirmedThis JFSC guidance note clarifies how insurance companies carrying on long term insurance business are treated under the Financial Services (Jersey) Law 1…
Guidance Note: Validation and verification of the '10.3 LCR History' Sheet (JIBs prudential reporting) - Revised September 2020Status not confirmedThis is a technical guidance note from the Jersey Financial Services Commission explaining the automated validation and verification checks applied to the…
Guidance Note: Validation and verification of the '10.4 LMR History' Sheet (GN-JIBs-104) (Revised September 2020)Status not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks applied to the '10.4 LMR History' sheet, a com…
Guidance Note: Validation and verification of the '10.5 Cashflows' Sheet (GN JIBS 105)Status not confirmedThis guidance note explains the automated validation and verification checks that the JFSC runs on the '10.5 Cashflows' sheet of the liquidity supporting…
Guidance Note: Validation and verification of the '11.1 Liquidity - Cashflows' Sheet (September 2019)Status not confirmedThis is a highly technical JFSC guidance note explaining the automated validation and verification checks built into the '11.1 Liquidity - Cashflows' shee…
Guidance Note: Validation and verification of the '2.4 Off Balance Sheet' Sheet (JIBs) - January 2019Status not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks that run when a bank (a JIB) submits the '2.4…
Guidance Note: Validation and verification of the '2.4 Off Balance Sheet' Sheet (September 2019)Status not confirmedThis guidance note explains the automated validation and verification checks that run when an Overseas/Other International Business (OIB) submits the '2.4…
Guidance Note: Validation and verification of the '2.5 Profit and Loss' Sheet (September 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks applied to the '2.5 Profit and Loss' sheet wit…
Guidance Note: Validation and verification of the '3.1 SAC BS' Sheet (JIBs prudential reporting)Status not confirmedThis is a technical guidance note issued by the JFSC explaining the automated validation and verification checks applied to the '3.1 SAC BS' worksheet, pa…
Guidance Note: Validation and verification of the '3.2 SAC OBS' Sheet (JIBS-32) (December 2018)Status not confirmedThis guidance note explains the automated validation and verification checks that run when a Jersey International Bank (JIB) submits the '3.2 SAC OBS' (of…
Guidance Note: Validation and verification of the '3.3 OTC - Interest Rates' Sheet (Revised February 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks applied to the '3.3 OTC - Interest Rates' shee…
Guidance Note: Validation and verification of the '3.4 OTC – FX & Gold' Sheet (Revised February 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks applied to the '3.4 OTC – FX & Gold' sheet of…
Guidance Note: Validation and verification of the '3.6 OTC - Precious Metals' Sheet (Revised February 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining the validation and verification checks applied to the '3.6 OTC - Precious Metals' sheet of the…
Guidance Note: Validation and verification of the '3.7 OTC - Commodities' Sheet (JIBs prudential reporting) (Revised February 2019)Status not confirmedThis is a technical guidance note from the Jersey Financial Services Commission explaining the automated validation and verification checks applied to the…
Guidance Note: Validation and verification of the '3.8 SAC Netted Exposures' Sheet (JIBs)Status not confirmedThis guidance note explains the automated and manual validation checks the JFSC applies to the '3.8 SAC Netted Exposures' sheet of the JIB (Jersey Incorpo…
Guidance Note: Validation and verification of the '3.9 SAC Summary' Sheet (GN JIBS 39) (2019-02)Status not confirmedThis guidance note explains the automated validation and calculation checks that the JFSC runs on the '3.9 SAC Summary' sheet of the standardised approach…
Guidance Note: Validation and verification of the '4.1 BIA' Sheet (JIBs prudential reporting)In forceThis is a technical guidance note from the JFSC explaining the validation and verification checks applied to the '4.1 BIA' sheet of the prudential reporti…
Guidance Note: Validation and verification of the '4.2 SAO' Sheet (JIB prudential reporting)Status not confirmedThis is a technical guidance note from the JFSC explaining the validation and verification checks built into the '4.2 SAO' sheet of the JIB prudential rep…
Guidance Note: Validation and verification of the '5.1 FX & Gold' Sheet (September 2019)Status not confirmedThis guidance note explains the automated validation and verification checks that run on the '5.1 FX & Gold' sheet of the JFSC's prudential reporting temp…
Guidance Note: Validation and verification of the '5.5 Branch Settlement Risk' Sheet (September 2019)Status not confirmedThis guidance note explains the automated validation and verification checks the JFSC applies to the '5.5 Branch Settlement Risk' sheet within its prudent…
Guidance Note: Validation and verification of the '5.6 OTC' Sheet (September 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks applied to the '5.6 OTC' sheet within the prud…
Guidance Note: Validation and verification of the '7.1 IRRBB - Summary' Sheet (JIBs) (March 2019)Status not confirmedThis is a technical guidance note explaining the validation and verification checks the JFSC runs on the '7.1 IRRBB - Summary' sheet of the JIBs prudentia…
Guidance Note: Validation and verification of the '7.3 IRRBB Major - 1' Sheet (JIBs) (2019-03)Status not confirmedThis is a technical guidance note issued by the JFSC explaining the automated validation and verification checks that run when a Jersey International Bank…
Guidance Note: Validation and verification of the '7.4 IRRBB – Major 2' Sheet (JIB-74, March 2019)Status not confirmedThis guidance note from the Jersey Financial Services Commission sets out the technical validation and verification checks that are run when a Jersey inte…
Guidance Note: Validation and verification of the '7.5 IRRBB – Major 3' Sheet (JIBs prudential reporting)Status not confirmedThis is a technical guidance note issued by the JFSC explaining the automated validation and verification checks applied to the '7.5 IRRBB - Major 3' shee…
Guidance Note: Validation and verification of the '7.6 IRRBB – Minor' Sheet (JIBs) (March 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining how it validates and verifies data entered in the '7.6 IRRBB - Minor' sheet of the Jersey Incom…
Guidance Note: Validation and verification of the '8.1 Asset Quality & Provisions' Sheet (JIBs)Status not confirmedThis is a technical guidance note from the Jersey Financial Services Commission explaining the automated validation and verification checks applied to the…
Guidance Note: Validation and verification of the '8.1 Asset Quality & Provisions' Sheet (September 2019)Status not confirmedThis guidance note is a technical reference for Overseas Investment Businesses (OIBs, i.e. Jersey branches subject to the JFSC's prudential reporting requ…
Guidance Note: Validation and verification of the '9.10 Directors Interests' Sheet (JIBs) (March 2019)Status not confirmedThis guidance note is a technical reference for banks completing the '9.10 Directors Interests' sheet within the JFSC's Jersey Income and Balance sheet (J…
Guidance Note: Validation and verification of the '9.3 Additional Detail' Sheet (JIBS-9.3, March 2019)Status not confirmedThis is a technical guidance note from the Jersey Financial Services Commission explaining the validation and verification checks applied to the '9.3 Addi…
Guidance Note: Validation and verification of the '9.4 Commentary on Movements' Sheet (GN JIBs 9.4)Status not confirmedThis guidance note is a technical reference for banks completing the '9.4 Commentary on Movements' sheet within the Jersey Finance Institution Business (J…
Guidance Note: Validation and verification of the '9.5 DCS Data' Sheet (JIBs) (March 2019)Status not confirmedThis guidance note explains the validation and verification checks the JFSC applies to the '9.5 DCS Data' sheet within the JIB (Jersey Income and Balance…
Guidance Note: Validation and verification of the '9.6 FIRB Detail' Sheet (March 2019)Status not confirmedThis guidance note explains the automated validation and verification checks that apply to the '9.6 FIRB Detail' sheet within the JFSC's prudential report…
Guidance Note: Validation and verification of the '9.7 AIRB Detail' Sheet (JIBs prudential reporting) (March 2019)Status not confirmedThis guidance note is a technical annex explaining the automated validation and verification checks the JFSC runs on the '9.7 AIRB Detail' sheet within th…
Guidance Note: Validation and verification of the '9.9 Other Information' Sheet (JIBs) (2019-03)Status not confirmedThis guidance note explains the automated validation and verification checks the JFSC applies to the '9.9 Other Information' sheet of the prudential repor…
Guidance Note: for a Manager of a Managed Entity (a MoME) and certain managed entitiesStatus not confirmedThis is Jersey Financial Services Commission guidance explaining how the fund services business regime applies to a Manager of a Managed Entity (a MoME) a…
Guidance note: making a referral to the police and/or the Attorney General (2024-04-16)Status not confirmedThis guidance note explains when the JFSC will refer possible criminal offences it discovers while carrying out its statutory functions to the police and/…
Guidance on applications to make information unavailable on the public registerStatus not confirmedThis JFSC guidance explains how a nominated person can apply under Regulation 4 of the Financial Services (Disclosure and Provision of Information) (Jerse…
Guidance on interpretation of 'in or from within Jersey' for the purposes of Proceeds of Crime (Supervisory Bodies) (Jersey) Law 2008Status not confirmedThis guidance from the JFSC clarifies when a business is considered to be carrying on a Schedule 2 financial services activity 'in or from within Jersey'…
Guidance on the use of AI in Jersey's financial services sectorStatus not confirmedThis is non-binding guidance issued by the Jersey Financial Services Commission (JFSC) explaining how financial services firms can use Artificial Intellig…
Guidance to Schedule 2 Supervisory Bodies Law Registration Form - myJFSC (Revised January 2024)Status not confirmedThis is a step-by-step guidance document explaining how to complete and submit the Schedule 2 Supervisory Bodies Law (SBL) Registration form through the m…
Guide to Anti-Money Laundering Services Provider Application ProcessStatus not confirmedThis JFSC guidance explains the Anti-Money Laundering Services Provider (AMLSP) regime, introduced by amendments to the Money Laundering (Jersey) Order 20…
Guidelines on interpretation of Article 36 of the Proceeds of Crime (Jersey) Law 1999In forceThis JFSC guidance interprets Article 36 and Schedule 2 of the Proceeds of Crime (Jersey) Law 1999, explaining how to determine whether an activity is 'co…
Jersey Private Fund GuideIn forceThis is JFSC guidance explaining the eligibility criteria and authorisation process for a Jersey Private Fund (JPF), a lightly regulated private investmen…
Jersey Private Funds Annual Compliance ReturnsStatus not confirmedThis is JFSC guidance addressed to Designated Service Providers (DSPs) of Jersey Private Funds (JPFs), summarising findings from the annual compliance ret…
Jersey Private Placement Fund GuideStatus not confirmedThis is a JFSC guidance document setting out the eligibility conditions and ongoing requirements for Jersey Private Placement Funds (PPFs), a category of…
Money LaunderingStatus not confirmedThis is a general educational guidance note published by the JFSC explaining what money laundering is, how it works, and the range of predicate offences a…
Our approach to enforcementIn forceThis guidance note sets out how the JFSC approaches enforcement of regulatory requirements against firms and individuals. It explains the guiding principl…
Professional Indemnity Insurance Guidance Note (June 2018)Status not confirmedThis guidance note from the Jersey Financial Services Commission explains how Registered Persons should meet the Professional Indemnity Insurance (PII) re…
Professional Qualifications (Investment Business)Status not confirmedThis is a JFSC guidance note that supplements the Code of Practice for Investment Business (the IB Code). It sets out which professional qualifications th…
Professional Qualifications (Trust Company Business)Status not confirmedThis is JFSC guidance supplementing the Codes of Practice for Trust Company Business (TCB Codes). It sets out the professional qualifications the Commissi…
Provision of Investment Services to Vulnerable Persons under the Code of Practice for Investment BusinessIn forceThis guidance note from the JFSC explains how investment businesses registered under the Code of Practice for Investment Business should identify and supp…
Prudential Reporting of Other Prudential Data (Guidance Note)Status not confirmedThis is a JFSC guidance note explaining how overseas incorporated banks (OIBs) with a Jersey branch should complete the 'other prudential data' sections o…
Prudential Reporting – JIBs (Jersey incorporated banks reporting guide)Status not confirmedThis is JFSC guidance setting out how Jersey incorporated banks (JIBs) registered under the Banking Business (Jersey) Law 1991 must prepare and submit pru…
Prudential reporting of credit risk under the standardised approach to credit riskIn forceThis JFSC guidance note explains how Jersey incorporated registered deposit takers (JIBs) that use the standardised approach to credit risk must complete…
Registered office requirements (Guidance Note, February 2024)Status not confirmedThis guidance note from the Jersey Financial Services Commission explains the registered office requirements under the Companies (Jersey) Law 1991 and equ…
Registry guidance on beneficial ownership and control (Last revised 2026-03-31)In forceThis is Jersey Companies Registry guidance explaining how entities must identify and report beneficial owners and controllers under the Financial Services…
Schedule 2 Supervisory Bodies Law Registration Form: guidance for individual sole trader Schedule 2 directorsStatus not confirmedThis is JFSC guidance explaining how individual sole trader Schedule 2 directors should complete the Schedule 2 Supervisory Bodies Law (SBL) Registration…
Ships and other vessels guidanceStatus not confirmedThis JFSC guidance document provides practical risk indicators and good practice examples for regulated entities that encounter ships, yachts, or other ve…
Solvency calculations formStatus not confirmedNo extractable text (blank/binary file); nothing to summarize.
Sound Business Policy update: guidance on completing Registry forms (2025-11-01)Status not confirmedThis guidance explains changes to Jersey Registry's 'Change of Activity' and 'Incorporation and Registration' forms following the revised Sound Business P…
Suitability of advice under the Code of Practice for Investment BusinessIn forceThis JFSC guidance note explains how registered persons carrying on investment business in Jersey should meet the suitability of advice requirements in th…
Terrorist Financing (JFSC Guidance Note)Status not confirmedThis is an educational guidance note from the JFSC explaining what terrorist financing is, how it differs from money laundering and proliferation financin…
The application process for issuers of initial coin and token offerings (IC/TOs)In forceThis is JFSC guidance setting out the application process and ongoing requirements for issuers of initial coin and token offerings (IC/TOs) in Jersey. It…
Tokenisation of real world assets (RWAs) Guidance NoteStatus not confirmedThis guidance note sets out the JFSC's regulatory approach to the tokenisation of real world assets (RWAs) such as securities, bonds, commodities, currenc…
Travel Rule guidance noteIn forceThis guidance note from the JFSC sets out the Commission's expectations for how Virtual Asset Service Providers (VASPs) in Jersey should comply with the T…
Updates to our 2024 supervisory risk data collection (2024-09-27)Status not confirmedThis JFSC guidance note explains changes to the 2024 supervisory risk data collection (SRDC) exercise, which will run in January 2025, and previews change…
Updates to our 2025 supervisory risk data collectionStatus not confirmedThis guidance note from the JFSC explains changes to the 2025 supervisory risk data collection (SRDC) exercise, which registered and supervised persons mu…
Validation and verification of the '1.1 HQLA' Sheet (GN JIBs 11)In forceThis guidance note explains the automated validation and verification checks the JFSC runs on the '1.1 HQLA' (High Quality Liquid Assets) sheet of the liq…
Validation and verification of the '11.2 Liquidity – Large Deposits' Sheet (September 2019)Status not confirmedThis is a technical guidance note explaining the automated validation and verification checks the JFSC applies to the '11.2 Liquidity - Large Deposits' sh…
Validation and verification of the '11.3 Whole-bank Liquidity Data' Sheet (September 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks applied to the '11.3 Whole-bank Liquidity Data…
Validation and verification of the '2.3 BS Liabilities' Sheet (September 2019)Status not confirmedThis is a technical guidance note explaining the automated validation and verification checks that the JFSC's prudential reporting template applies to the…
Validation and verification of the '2.6 Liquidity Summary' Sheet (September 2019)Status not confirmedThis guidance note explains the automated validation and verification checks the JFSC runs on the '2.6 Liquidity Summary' sheet of the prudential reportin…
Validation and verification of the '5.2 Commodities' Sheet (September 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks that run on the '5.2 Commodities' sheet of the…
Validation and verification of the '8.2 Loan Security' Sheet (Guidance Note, September 2019)Status not confirmedThis guidance note explains the automated validation and verification checks that the JFSC applies to the '8.2 Loan Security' sheet of the prudential repo…
Validation and verification of the '8.3 Total Deposits' Sheet (Guidance Note, September 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks that run when an OIB (Overseas/other Internati…
Validation and verification of the '8.4 Lending by Sector' Sheet (September 2019)Status not confirmedThis is a technical guidance note explaining the automated validation and verification checks that run when an OIB (the entity type reporting under the JF…
Validation and verification of the '8.5 Large Exposures' Sheet (GN JIBs 85)Status not confirmedThis is a highly technical JFSC guidance note explaining the automated validation and verification checks applied to the '8.5 Large Exposures' sheet of th…
Validation and verification of the '8.5 Large Exposures' Sheet (September 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining the automated validation and verification checks applied to the '8.5 Large Exposures' sheet of…
Validation and verification of the '8.6 Exempt Large Exposures' Sheet (September 2019)Status not confirmedThis is a technical guidance note issued by the JFSC explaining the automated validation and verification checks applied to the '8.6 Exempt Large Exposure…
Validation and verification of the '9.1 Fiduciary Activity' Sheet (September 2019)Status not confirmedThis is a technical JFSC guidance note explaining the automated validation and verification checks applied when an OIB submits the '9.1 Fiduciary Activity…
Validation and verification of the '9.11 Whole-bank Prudential Data' SheetStatus not confirmedThis is a technical guidance note from the JFSC explaining the validation and verification checks applied to the '9.11 Whole-bank Prudential Data' sheet,…
Validation and verification of the '9.2 Parent Accounts' Sheet (2019-09)Status not confirmedThis is technical guidance from the JFSC explaining the automated validation and verification checks that run when an Other International Bank (OIB) submi…
Validation and verification of the '9.3 Additional Detail' Sheet (September 2019)Status not confirmedThis is a technical guidance note from the JFSC explaining the validation and verification checks applied to the '9.3 Additional Detail' sheet within the…
Validation and verification of the '9.4 Commentary on Movements' Sheet (September 2019)Status not confirmedThis is a technical guidance note issued by the JFSC explaining the validation and verification checks that run automatically when an entity submits the '…
Validation and verification of the '9.5 DCS Data' Sheet (September 2019)Status not confirmedThis is a technical guidance note explaining the automated validation and verification checks that run when Overseas/other international banks (OIBs) subm…
Validation and verification of the '9.9 Other Information' Sheet (September 2019)Status not confirmedThis is a technical guidance note explaining the automated validation and verification checks the JFSC runs on the '9.9 Other Information' sheet of the pr…