Ambitious and energetic qualified funds lawyer with a genuine interest in fund matters, and seeking to further develop career in alternative investment funds (AIFs) as well as in other related matters. I have acquired a valuable experience in structuring Luxembourg investment funds and want to pursue my career as a funds structuring lawyer of colllective investment schemes and AIFs. Highly motivated team player with an ability to prioritize work effectively and maintain a professional approach whilst working under pressure. I also enjoy working in a creative and challenging environment. A position, which is challenging requires drive, assertiveness, strategic ability and which enables me to deal with a variety of tasks in an independent manner.
Funds Lawyer
MUFG LUX MANAGEMENT COMPANY S.A., acting as an authorized Chapter 15 ManCo and AIFM for funds domiciled in the Grand-Duchy of Luxembourg, Cayman Islands and Bermuda
Since January 2018
- Drafting and reviewing of fund's documentation for existing and new structures (UCITS, SIFs, RAIFs, Cayman Islands mutual funds)
- Drafting and finalising Administration Agreement/Depositary Agreement/Registrar and Transfer Agency Agreement/AIFMD Depositary Agreement/AIF Management Agreement/Distribution Agreement/Investment Management Agreement/Sub-Custodian Agreement/Side Letters/Power of Attorney/Operating Memorandum/Service Level Agreements/Trustee Deeds/Supplemental Trust Deeds
- Drafting and finalising the 2002 ISDA Master Agreements and its Schedule and the 2016 CSA (VM) for OTC derivatives not cleared by CCPs under EMIR Margin Rules (EU) Regulation 2016/2251
- Filing Form W-8BEN-E and FATCA & CRS Entity Self-Certification Form
- Implementing the GDPR with the assistance of an external law firm by finalising the (Investor Privacy Notice, Employee Privacy Notice, Third Party Privacy Notice, GDPR Procedures)
- Liaising with local supervisory authorities (e.g CSSF), auditors and any other counterparties
- Participating in internal project group on implementation of applicable laws and regulations
- Performing the gap analysis of the newly CSSF Circular 18/698 on the authorisation and organisation of investment fund managers by highlighting the impacts on the management company
- Working closely with compliance, risk management and portfolio management's teams to ensure proper compliance with management company's duties towards the CSSF
- Performing the regulatory watch by identifying, analysing and evaluating specific impacts of new regulations on the management company's activity
- Supporting compliance and tax activities
- Liaising with the trustees representing mutual funds managed by the management company
- Support on an ad hoc basis to corporate secretary matters
- Organising and attending conference calls with clients on various related funds issues