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In forceInvestment business: statistical returnsLast checked 13 November 2026

Quarterly clients and assets under management return, Class B investment business (Class B quarterly return)

A regulatory return listed by the Jersey Financial Services Commission (JFSC), Jersey.

States the number of clients and the assets under management of a Class B (discretionary investment management) registration at each quarter end, excluding any fund assets reported under a fund services business registration, so the JFSC can compile industry statistics. Source

The facts

Who files
Investment businesses registered for Class B (discretionary investment management). Source
How often
Quarterly, at each quarter end. Source
Deadline
Not stated on the page checked beyond 'at each quarter end'; no specific number of days to submit is published. Source
Format
Web form. Submitted through the myJFSC portal; no downloadable template is published. Source
How it is filed
Filing route recorded for the JFSC: myJFSC. See how firms file with the JFSC.
Status
In force
Legal basis
Group
Investment business: statistical returns

Templates (0)

The library lists no templates for this return.

Web form only; no published template. Source

Validation rules

No published validation rules were found for this return. No published validation rules were found for this return. Source

Public data

Published only added up across firms. The JFSC says it incorporates these client and assets-under-management figures into the quarterly industry statistics it provides to Jersey Finance Limited, for publication. This library did not request jerseyfinance.com to verify the published figures (outside the cleared hosts for this file). Source

Official documents (4)

The JFSC's own files, with the size and SHA-256 fingerprint of each as downloaded on 13 November 2026, so anyone can tell whether a copy is the same version.

Sources

Every page and document this return's facts were read from.

Knowing exactly what is collected, in what format and under which rules is the first step to real-time supervision. Line4 builds SupTech software for financial regulators that runs checks like these as each return arrives.

Line4's text and records here are free to reuse under CC BY 4.0. Please credit: “Source: Line4 regulatory submissions library (CC BY 4.0), https://www.line4.ai”. The regulators' documents, forms, taxonomies, rules and data belong to them: see JFSC's reuse terms. This describes what regulators publish. It is not legal or regulatory advice: always rely on the regulator's own text.

Last checked 13 November 2026.