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Articles by Caljonah Smith
HKEX Publishes Conclusions On Further Paperless Listing Reforms
One of the amendments is to require listed issuers to ensure that their constitutional documents would enable them to hold hybrid general meetings and provide electronic voting, to the extent permitted by the laws and regulations applicable to them (the “Amendment”). In this regard, listed issuers may need to amend their constitutional documents for the purpose of the requirement, subject to approval by shareholders.
Will Porter Joins Appleby's Hong Kong Office On Secondment
Will Porter is a highly experienced lawyer with expertise in insolvency, directors’ duties, shareholder and fund disputes, trusts dispute and high value contractual claims. Before joining Appleby, he practiced as a junior barrister at one of New Zealand’s leading commercial barristers’ chambers. Will is also admitted as an attorney in New York State, a barrister and solicitor of the High Court of New Zealand and as a legal practitioner of the Supreme Court of New South Wales.
Privacy Officer Training: Boot Camp (Bermuda)
Date: Thursday, 27 February 2025 Venue: BUEI Theatre Time: 9:00am – 12:00pm (8:30am Breakfast) Course Fee: $1,250.00 If you are interested in attending, please email for registration information. The Bermuda Bar Association has agreed that all lawyers attending Appleby’s Privacy Officer Training Boot Camp will receive 3 CLE credits. As well, an Appleby Certificate of Course Completion will be provided to each Course participant ‘at site’ upon the conclusion of the program.
Seven Appleby Lawyers Recognised Among Top-peer Selected Private Client Lawyers
Partners Carlos de Serpa Pimentel (Cayman Islands) and Claire van Overdijk KC (Bermuda) alongside senior counsel Vanessa Schrum (Bermuda) have all been ranked ‘Private Client Global Elite’ – the highest accolade available in the respected ALM and Law.com directory.
Mental Health And Estate Planning
The demographic shift towards an ageing population in Bermuda raises important matters that should be considered, including any legal problems encountered in the wake of an ageing trend, and what steps can be taken in anticipation of getting older. As the ageing population grows, there comes the inherent risk that more individuals could lose their mental capacity. This includes, but is not limited to, instances of dementia, Alzheimer's and mental health conditions.
Appleby To Sponsor And Speak At 10th Transcontinental Trusts Bermuda Conference
Now celebrating its 10th year, the three-day trusts conference attracts over 200 delegates from around the globe, and features 60+ speakers. The conference provides an opportunity for delegates to discuss current challenges impacting trusts internationally, while connecting with the full breadth of the private client network to generate impactful engagement.
Appleby Shortlisted In The Chambers High Net Worth Awards 2024
The awards, which honour law firms across the world based on the research for the most recent edition of Chambers High Net Worth, look to recognise a law firm’s pre-eminence in key jurisdictions and reflect their achievements over the past 12 months including outstanding work, impressive strategic growth and excellence in client service.
Cayman Islands Regulatory Update - The December 2023 Economic Substance Return Filing Deadline
A relevant entity carrying out one or more relevant activities (as described below) must demonstrate that there is a sufficient nexus between their business activities and the Cayman Islands, and maintain substance in the Cayman Islands by satisfying the economic substance test (ES Test).
Senior London Partner Joins Appleby's Thriving Dispute Resolution Practice In The Cayman Islands
Alan is Co-Head of Stephenson Harwood’s tier 1 fraud and asset recovery team in London, having been a partner of that firm since 2002. He regularly advises clients, including major corporations and high-net-worth individuals in relation to litigating disputes as well as tracing and recovering assets across multiple jurisdictions involving CIS States and offshore jurisdictions such as the British Virgin Islands, Cayman Islands, Cyprus and the Isle of Man.
CIMA Confirms E-KYC And Remote CDD For Cayman
Before adopting e-KYC or remote onboarding, regulated entities are expected to take a risk-based approach to these technologies and put in place the following: Updated policies and procedures in line with the new e-KYC method and remote on-boarding technology. The updated policies and procedures must cover instances when the new technology fails or is not available.
Appleby Bermuda Expands Corporate & Dispute Resolution Teams With Two New Lawyers
Larissa, an Associate in the Corporate department has a broad corporate and commercial practice, with a particular focus on mergers and acquisitions, corporate financings and reorganizations. Larissa also has extensive experience advising institutional clients and public bodies on complex regulatory issues. Prior to joining Appleby, Larissa practiced with a top tier firm in Vancouver, British Columbia where she maintained a corporate, commercial and regulatory practice.
Ryann Hollis Called To The Bermuda Bar
Ryann completed the Legal Practice Course (LPC) with Masters and Graduate Diploma in Law (GDL), both with commendation, at The University of Law. She also holds a Bachelor of Arts (Hons) from the University of Kent. Ryann began her pupillage with Appleby in September 2022.
Appleby & AGS Are Gold Sponsors Of The 62nd World Federation Of Exchanges Annual Meeting Held In Bermuda
The Bermuda Stock Exchange (BSX) will host WFE’s General Assembly and Annual Meeting on 19-21 September at the Hamilton Princess & Beach Club. The BSX became a WFE member in 1999 and has been a WFE Board member since 2016. The Annual Meeting, now in its 62nd year, gathers the leaders of exchanges and central counterparties around the world to think, engage, listen and speak to stakeholders. It is by invitation-only and the largest and most important gathering of market infrastructure leaders.
Bermuda's Hannah Tildesley To Speak At Transatlantic Wealth & Estate Planning Conference
The event will bring together international trusts experts across the US and Europe. Topics in the 2023 agenda include trusts, family issues, and tax and immigration. Hannah will participate in the ‘Contentious trusts and litigation’ panel.
Kinika Armstrong Called To The Bermuda Bar
Kinika completed her associate degree in Business Administration from Bermuda College before studying Law. She then went on to earn a Bachelor of Laws (LLB), a Master of Laws in Law, Business and Management, and the Legal Practice Course (LPC) from The University of Law. Kinika began her pupillage with Appleby in September 2022.
Appleby To Sponsor And Speak At 19th Bermuda Captive Conference
The three-day conference, organised by the Bermuda Captive Network, is the largest and longest-running industry event in Bermuda, attracting more than 800 delegates. Partner Duncan Card who is a member of Appleby’s global Technology & Innovation practice will be speaking on the AI panel on 12 September, along with other industry experts. The panel entitled, ‘Powered by AI: Exploring the Future of Artificial Intelligence in Insurance’ is sure to be a main attraction at the conference.
Appleby Expands Its British Virgin Islands Dispute Resolution Team
Dan’s appointment brings partner numbers in Appleby’s Dispute Resolution team to four, following the recent appointment of Simon Jerrum who is based in London. Dan will be based in the BVI office and work alongside Olwyn Barry in providing time critical advice to clients in Europe and the Middle East. Dan has practised in the BVI for over eleven years – first with Forbes Hare and latterly with Ogier.
Pickleball Cayman Announces Appleby As Platinum Corporate League Sponsors
The league which is being held at the new and prestigious Smith Road facilities is open to all on-island firms and will consist of multiple divisions. Each team with a minimum of four players will be placed in divisions based on its playing ability and matched with opponents of a similar playing standard. Each firm can enter teams into more than one division although players from the higher divisions are not eligible to play for lower division teams.
Appleby Empowers Bermuda's Youth Triathlon Development As Proud Sponsor Of CARIFTA Squad
As a cornerstone supporter, Appleby is committed to fostering the growth and empowerment of this group of young athletes, firmly aligning with the organization’s commitment to nurture local sporting talent and promote healthy competition.
Bermuda Considers Introducing Corporate Income Tax On Multi-National Enterprises
In keeping with its commitment to remain at the forefront of global initiatives surrounding tax transparency and fairness, the Bermuda government is considering the introduction of a corporate income tax applicable to Multinational Enterprise Groups with annual revenue of €750 million or more (MNEs) by 2025.
Appleby Is Gold Sponsor Of Bermuda Pride 2023
This year’s events aim to educate, inspire, honour and celebrate. The celebrations, which include Harbour Night Takeover, Open Mic & Artist Talk, Pride Prom, Pride Parade & Party in the Park, Drag Brunch and many more activities, will take place 23-27 August. Appleby Bermuda are strong advocates of diversity, equity and inclusion.
Appleby Bermuda Awards 2023 Scholarships And Bursaries
Appleby has been providing scholarships and bursaries since 1977 to qualified Bermudian applicants based on academic performance, community involvement and extracurricular activities. This year’s recipients are Jasmin Brown, Keren Smith, Tiffany Cooper, Thomas Evans and Jada Rogers-Ingemann.
Cryptocurrencies And Estate Planning
To print this article, all you need is to be registered or login on Mondaq.com. When a person dies having made a will, their personal estate is transferred to their personal representatives and thereafter to the person, or people, who have been named as beneficiaries, once the administration of their estate is complete.
Cryptocurrencies and estate planning
Created: Nov 26, 2021 07:52 AM When a person dies having made a will, their personal estate is transferred to their personal representatives and thereafter to the person, or people, who have been named as beneficiaries, once the administration of their estate is complete. If a will has not been prepared, the deceased’s personal estate is distributed among their surviving relatives pursuant to the terms of the Succession Act 1974, subsequent to the administration of their estate being complete.
Your last will dies with your new marriage
Updated: Oct 07, 2021 07:35 AM Several events that occur during many of our lives should be considered reminders for us to review our estate planning documents. Three such events are marriage, births and the transfer of assets during one’s lifetime, among others. Newlyweds rarely think about estate planning. Often, it is not until they start a family that they seriously think about providing for others in the event that something untoward were to happen to them.
Bermuda Investment Funds Amendment Act 2021 Becomes Operative
To print this article, all you need is to be registered or login on Mondaq.com. The Investment Funds Act 2006 (IFA) has been amended by the Investment Funds Amendment Act 2021 (Amendment Act 2021), which became operative on 27 January 2021 (Operative Date). The Amendment Act 2021 introduces, amongst other things, requirements for registered funds to ensure consistency across the different classes of funds.
Appleby Promotes Four To Senior Associate
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Html.Raw(Estate Planning During COVID-19 - Family and Matrimonial - Bermuda)
To print this article, all you need is to be registered or login on Mondaq.com. First Published in The Royal Gazette, Legally Speaking, April 2020 With people working from home and being surrounded by their spouse, children, and in some cases parents, the prospect of they or a loved one contracting the coronavirus and how it might impact their family, is a natural topic of conversation.
Estate planning during Covid-19
Caljonah Smith, Legally Speaking Published Apr 3, 2020 at 8:00 am (Updated Apr 2, 2020 at 8:35 pm) Caljonah Smith With people working from home and being surrounded by their spouse, children, and in some cases parents, the prospect of they or a loved one contracting the coronavirus and how it might impact their family, is a natural topic of conversation. It is always best to be prepared and if that involves encouraging your spouse to discuss your estate planning, this is the time to do so.
Digital Assets in Bermuda
onepony/iStock/Getty Images Plus There’s been discussion among trust professionals about the potential impact that digital assets will have on trusts and the trustees that administer them. Here are some of the key themes that have arisen during those discussions. Some themes include whether a trustee has the power to hold digital assets, whether any bespoke provisions need to be included in trust documentation and whether any regulatory changes are required.
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