Bermuda
ARTICLES
Bermuda Stock Exchange – anchoring the world’s risk capital
  Established in 1971, the Bermuda Stock Exchange (BSX) has become the world’s leading, fully electronic, offshore securities market. Bermuda (01/04/2017)
Bermuda Stakes Success On Its Top-tier Reputation
  Ross Webber considers how Bermuda's pragmatic approach towards calls for greater transparency has put the island in good stead for the future. (01/07/2016)
Bermuda’s Competitive Insurance Advantage
  Chris Garrod examines how recent developments within Bermuda's (Re)insurance sector have given the jurisdiction a competitive advantage over their rivals. (01/07/2016)
Bermuda: A Centre of Excellence
  Greg Wojciechowski examines how Bermuda has emerged as the centre for excellence for ILS structures. (01/07/2016)
Tickled Pink: Rediscovering Trusts in Bermuda
  While known globally for it's stellar Insurance offerings, Randall Krebs examines Bermuda's other successful sector, Trusts. (01/07/2016)
If it quacks like a duck?…The classification and duties of non-trustee power-holders
  With reserved powers legislation available in most offshore jurisdictions, Ashley Fife examines the difficulties regarding the categorisation of powers held by a person other than a trustee as either fiduciary or non-fiduciary. (01/01/2016)
Bend Me, Shape Me… Restructuring & Reshaping Trusts in Bermuda
  Ashley Fife examines options for restructuring and reshaping Trusts in Bermuda to enable trustees to adapt to unforeseen circumstances. (01/10/2015)
Bermuda's Statutory Hastings Bass - If I Could Turn Back Time...
  Ashley Fife examines how Bermuda's statutory Hastings Bass is an important addition to Bermuda's attractive regime for restructuring trusts. (01/08/2015)
IFCs and Investing in Emerging Markets
  Matthew Stocker, Olivaire Watler and Charlie Pywell examine the crucial role IFCs play in facilitating investment in emerging markets. (01/08/2015)
Anti-Forced Heirship and Anti-Foreign Law Regimes; Time for a Re-Think?
  Shân Warnock-Smith and Andrew De La Rosa examine recent court pronouncements relating to international trust structures and trust litigation. (07/07/2015)
TIEAs in the Courts of International Financial Centres
  Alex Potts examines how the courts of international financial centres increasingly busy with creative debates regarding the legality and proper scope of tax information exchange agreements. (01/07/2015)
Truth Be Told: International Pension Plans in Bermuda
  Ashley Fife examines the current state of play for international pensions in Bermuda. (01/05/2015)
Caribbean Offshore Financial Centres: Not All Are Created Equal
  Despite criticism of IFCs and their practices in the media, Canadian FDI into Caribbean IFCs has continued at a steady pace. Dr Walid Hejazi examines the attraction of the region. (01/02/2015)
Trusts and Charities Act Amendments Providing A Positive Impact
  Vanessa Lovell Schrum and Ashley Fife examine the impact of the recent trust and charities act amendments on the Bermuda financial sector. (01/02/2015)
Bermuda and the Push Towards Automatic Exchange of Information
  Charles Thresh and David Harper consider the implications of the OECD's Automatic Exchange of Information Drive for Bermuda's financial services sector. (01/01/2015)
The Impact of FATCA on Bermuda’s (Re)Insurance Sector
  David Doyle examines the potential impact of FATCA on one of Bermuda's flagship sectors, Reinsurance. (01/01/2015)
Fast-track Investment Funds Launched in Bermuda
  With Bermuda well known for its ILS offerings, Dawn Griffiths examines how the introduction of fast track investment funds will benefit the industry and increase interest in Bermuda as a fund domicile. (01/09/2014)
Bermuda: Quo Fata Ferunt
  Alex Potts examines how recent regulatory changes reflect Bermuda's commitment to growing its international financial sector. (01/09/2014)
Segregated Structures – An Offshore Innovation
  While segregated structures have been common place in offshore jurisdictions, Alan Dickson highlights the growing use of Segregated Portfolio Companies in Asia to structure investments into China. (01/04/2014)
In the Chair with Mark Simmonds MP
  Part of Mark Simmonds MP’s remit at the Commonwealth Office is providing support for the Overseas Territories. IFC Media spoke to Mr Simmonds about what this support entails, particularly with relation to IFCs. (01/03/2014)
Blood, Sweat & TIEAs: Tax Information Exchange Litigation in Bermuda
  Alex Potts and Amy Murray discuss Bermuda’s global tax information exchange network, which brings into question the decision of the French Government to add the jurisdiction to its tax ‘blacklist’. (01/12/2013)
Dispelling the Offshore Myth
  Ingrid Pierce and Grant Stein discuss transparency, the industry buzzword of the past year, and why IFCs can be less defensive about their role in the global economy going forward and more vocal about their attributes and accomplishments. (01/12/2013)
Money Does Not Buy Happiness: Can Bermuda Help?
  Randall Krebs discusses the issues facing wealthy private clients in Bermuda - one of the oldest private client jurisdictions in the world. (01/11/2013)
The Impact of FATCA on Bermuda’s (Re)Insurance Sector
  James Berry and David Ash, KPMG discuss compliance with FATCA and the challenges that remain for the insurance sector in Bermuda, with a number of issues still unresolved for the industry. (01/10/2013)
ILS and the Convergence of Insurance and Funds in Bermuda
  Chris Garrod discusses the emergence in the past 20 years of Bermuda as a leading player in the insurance industry, earning the label of ‘World’s Risk Capital’ and boasting a streamlined and flexible approval and incorporation process. (01/10/2013)
Bermuda – Strengthening its Regulatory Tools
  Karen Corless, David Doyle, Dawn Griffiths and Kent Smith discuss the legislative and regulatory developments in Bermuda and how they have developed from 2012. (01/02/2013)
BSX and the Global Capital Markets
  Greg Wojciechowski discusses the Bermuda stock exchange, which continues to prove itself on the world stage by being innovative and entrepreneurial in approach since its inception. (01/02/2013)
Bermuda – Efficient Capital Movement
  Randall Krebs, Meritius Trust shows how Bermuda facilitates capital movement as a conduit for investment around the globe. (01/12/2012)
Bermuda Reinsurance Market – Recent Trends
  Following the massive Catastrophe losses seen throughout 2011, Erica Robinson-McLeod, Appleby assesses recent trends within Bermuda's robust Insurance and Reinsurance sectors. (01/11/2012)
The Japanese Attraction to Bermuda Funds
  Elizabeth Denman, Conyers Dill & Pearman examines the Japanese attraction to Bermudan domiciled funds following their offering to the Japanese Public. (01/08/2012)
Caribbean Review 11/12
  The Caribbean Review featuring in-depth articles, commentaries on all the latest legislative and regulatory issues facing the Caribbean, now available online and in pdf format (01/12/2011)
Bermuda Takes the Lead in Caribbean Interests
  Laura Hersey provides an examination of how important Insolvency II equivalency is to Bermuda, while still protecting the commercial viability of its Captive Insurance sector (01/12/2011)
Bermuda Stock Exchange – Building on its Reputation
  Greg Wojciechowski examines how the Bermuda Stock Exchange has built on its reputation and consolidated its world class reputation. (01/12/2011)
Bermuda Legislative and Regulatory Update
  Karen Corless, Dawn Griffiths, David Doyle & Kent Smith provide an update on legislative and regulatory developments over the past year in Bermuda. (01/12/2011)
BMA Facilitates Shariah Compliant Funds
  Fawaz Elmalki & Sheba Raza, take a look at the Bermuda Monetary Authority’s recent guidance notes regarding Shariah-compliant funds (01/11/2011)
The Significance of IFCs in the Global Financial System
  Professor Morris dissects exactly what position international finance centres in general and Caribbean IFCs in particular hold in the architecture of international finance and global wealth management. (01/11/2011)
Estate Planning For High Net Worth Indians
  The number of high net worth individuals in India continues to rise as does the need for estate planning structures to accommodate the needs of the super wealthy - the article examines the benefits of the offshore trust (01/07/2011)
IFCs prove crucial in growth of emerging markets
  Grant Stein comments on the use of IFCs by emerging markets in facilitating investment into these markets as well as putting developing capital to work around the globe (01/06/2011)
Bermuda – A Hub for Hedge Fund Administrators
  Sarah Demerling considers the legislative and regulative bodies that have created the environment that offshore funds find so attractive in Bermuda (01/04/2011)
Bermuda – A Premier International Finance Centre
  Laura Hershey consider what Bermuda as an international financial centre has achieved in 2010, most notably leading the way in the OECD new Peer Review process (22/01/2011)
Continued Growth of Bermuda Stock Exchange
  Greg Wojciechowski provides a detailed overview of the growth and development of the Bermuda Stock Exchange in 2010 (22/01/2011)
Bermuda’s Enhanced International Stature
  Its embrace of the new tax landscape being proposed by the OECD is characteristic of Bermuda's desire to be a player in the international finance and business community. (04/02/2010)
Bermuda: Insurance sector leading the global market
  Janita Burke provides an overview of Bermuda's insurance sector, and reveals that, despite the proliferation of new domiciles, Bermuda remains a market leader. (01/06/2009)
Uniquely positioned: The BSX
  Greg Wojciechowski considers the development of the Bermuda stock exchange. (27/01/2009)
Recent legislative and regulatory changes affecting Bermuda’s funds, insurance and trusts sectors
  Sarah Moule and Zakkiyah Daniels provide a legislative update on the jurisdiction. (07/01/2008)
Bermuda: Recovering re-insurance
  Lynda Milligan-Whyte looks at how collecting liquidated sums from an insurer or reinsurer is easier in Bermuda than most offshore centres. (09/01/2007)