Library
Please browse the Key Library freely.
The right to share knowledge is a fundamental principle of the Key Group. We continually enhance and build on our already extensive storehouse of information. As we do so we will make its contents available through the Key Library – including material developed in-house, reports on legal changes in different jurisdictions, and articles that we believe will be of interest, published with the copyright owners’ permission.
Brochures
Editorial reprints
- Key 10th anniversary document
- Private Client Practitioner April 2008
- Citywealth Conference September 2006
- Citywealth Family Office August 2006
- Trust & Estate Practioner July 2006
- Financial Regulation International April 2006
Becoming a client
- Engagement Letter
- Fee Scale
- Guide for Customer Identity
- Customer Identity Declaration
- Bank Reference
- Professional Reference
- Fax & Tel Indemnity
- Service Agreement
- Terms of Business
Key Wealth Forums
- Glossary of Investment Terms
- Personal Questionnaire - Wealth Lifestyle & a Healthy Relationship to Money
- Personal Questionnaire - Work & Lifestyle Evaluating the Balance
- WealthWise™
Legal
- Jersey Company Services
- Licensed trust companies in Jersey
- Living with Fiduciary Responsibility
- Money laundering (Jersey) Order 2008
- The regulation of Trust Company business in Jersey
- Trusts in Jersey - Your Questions Answered
- UK Trustee Act 2000
Services
- A Brief Guide to creating a Trust in Jersey
- A Brief Guide to The Private Foundation
- Accounting Services
- Discretionary Trust Services
- Family Business Succession Planning
- Family Office Services
- Key Services
- Online Accounting Service
- Philanthropy Services
- Private Company Services
- Private Foundation Services
- Purpose Trust Services
- Registered Office Service for Fiduciaries only
Structure diagrams
- Asset Backed Securitisation
- Basic Private Foundation
- Business Trust
- Captive Insurance (Direct)
- Captive Insurance (Fronted)
- Discretionary Trust
- Limited Partnerships
- OEIC Fund with two Managers
- OEIC Single Fund
- OEIC Umbrella
- Private Trust Company owned by Purpose Trust
- Succession Planning with a Jersey Limited Partnership
- Trust and Holding Company
- Trust with a Protector
- Using a Shelf Foundation
Further Information
