Outsourcing and responsibilities of the outsourcing party

Professional Development


As outsourcing becomes more common within the fund and wider financial services sector, it is vital to understand the regulatory requirement on the outsource provider in terms of monitoring and compliance of outsourced functions. This course covers the reasons for outsourcing and steps to monitor compliance and performance.

Suitable For

Fund administrators, supervisors and compliance professionals who deal with outsourced service providers.

2 CPD hours
2 Hours

This course has already run and a new date has not yet been scheduled. Please contact us to register your interest.

Learning Outcomes

Having attended this course, delegates will:

  • Understand the reasons for outsourcing.
  • Understand the regulatory requirements on the outsourcer.
  • Consider practical monitoring of the outsource service provider.


  • Provides an understanding of the rationale for, and benefits of, outsourcing
  • Common outsourced functions
  • Considers the ongoing monitoring and requirements of the outsourcer