Advising a large UK asset manager on the authorisation and maintenance of multiple Irish umbrella UCITS sub-funds with varying strategies, including sustainability focused funds, long/short funds and funds with a complex use of derivatives.
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Sarah is Of Counsel in the Asset Management and Investment Funds team.
Sarah specialises in advice on regulatory and structural matters relating to the establishment of all types of investment funds, with a particular focus on UCITS.
Sarah has worked on secondment at a large Luxembourg law firm, in the Legal Department of a large US Asset Manager client based in London, and in the Dillon Eustace Cayman Islands office. She holds a Specialist Certificate in Investment Funds from the Irish Funds Association and Institute of Bankers in Ireland.
Sarah advises clients on a wide range of legal and regulatory matters. Her experience covers the establishment and maintenance of UCITS products as well the establishment of Alternative Investment Funds Managers Directive (AIFMD)-compliant Qualifying Investor Alternative Investment Funds (QIAIFs). Sarah’s recent work has also included the establishment of Irish Collective Investment Asset-management Vehicles (ICAVs), mergers, change of service providers and conversions from self managed funds to externally managed funds.
Sarah is Of Counsel in the Asset Management and Investment Funds team.
Sarah specialises in advice on regulatory and structural matters relating to the establishment of all types of investment funds, with a particular focus on UCITS.
Sarah has worked on secondment at a large Luxembourg law firm, in the Legal Department of a large US Asset Manager client based in London, and in the Dillon Eustace Cayman Islands office. She holds a Specialist Certificate in Investment Funds from the Irish Funds Association and Institute of Bankers in Ireland.
Sarah advises clients on a wide range of legal and regulatory matters. Her experience covers the establishment and maintenance of UCITS products as well the establishment of Alternative Investment Funds Managers Directive (AIFMD)-compliant Qualifying Investor Alternative Investment Funds (QIAIFs). Sarah’s recent work has also included the establishment of Irish Collective Investment Asset-management Vehicles (ICAVs), mergers, change of service providers and conversions from self managed funds to externally managed funds.
Relevant Experience
Advising a UK asset manager on establishing a UCITS umbrella Irish collective asset management vehicle (ICAV) and the cross-border merger of a sub-fund of a Luxembourg based SICAV into this new structure.
Advising an Asia-based asset manager in respect of the establishment of a sub-fund investing in China A shares via the Shanghai-Hong Kong Stock Connect Program.
Advising US, Swiss and Asia based asset managers on their UCITS product to include advice relating to mergers, change of service providers, conversions from self-managed to externally managed funds and advice on the cross-border registration across most European jurisdictions.
Advising European and non-European asset managers seeking Central Bank of Ireland clearance to act as discretionary investment manager to Irish authorised funds.
Advising an Asia based asset manager on the establishment of its first UCITS platform.
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