Jo specialises in developing contemporary bespoke technical in-house CPD programmes covering a range of AML, compliance, and governance issues. She has over 25 years’ experience in delivering expert training to a wide range of financial service businesses both in the Crown Dependencies and internationally, including Mauritius. This has also included institutions such as British Bankers Association, the Association Corporate Service Providers in the Isle of Man, and the Guernsey Training Agency. In addition, she has taught on the International Compliance Association’s full range of AML and compliance qualifications since 2005.
Jo is also a senior lecturer, delivering and writing courses across the whole syllabus for The Governance Institute, (formally ICSA), with special emphasis on Trust and Companies, Corporate Governance, Risk and Board Dynamics.
A committed educationalist, Jo is Fellow of The Governance Institute (ICSA), has a First-Class Law Degree (LLB) and Masters in Law (LLM) from Queen Mary University of London specialising in financial services law. She is passionate about the delivery of accessible and innovative training courses.
The course provides a foundational understanding of the legal and practical aspects of trusts, with a particular emphasis on their application in Mauritius and offshore financial planning. This module explores the essential principles governing trusts, the roles and responsibilities of key parties, and the strategic use of different trust structures in wealth management and asset protection.