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
SOCIETE GENERALE Securities Services (SGSS)
August 2013
to December 2014
Luxembourg
- Structuring Luxembourg Undertakings for Collective Investment (i.e. UCITS, SIFs, SICARs, Part II Funds of 2010 Law, securitisation vehicles, AIFs) and drafting their prospectus or offering documents as well as Key Investor Information Documents (KIIDs)
- Drafting and finalising/Administrative, Corporate and Domiciliary Agreement/
Centralising Correspondent Agency Agreement/Depositary and Paying Agency Agreement/Distribution Agreement/Registrar and Transfer Agency Agreement/EMIR Reporting Delegation Agreement/Articles of Incorporation/Proxies/Minutes of Board Meetings - Preparation/review of the required manuals of procedures and processes (risk management process, conflicts of interests, Operations and Procedures Manual (CSSF Circular 12/546) for the approval by the CSSF
- Updating the constitutional documents of administered funds qualifying as Alternative Investment Funds (AIFs) following the entry into force of the Law of 12 July 2013 on Alternative Investment Fund Managers (AIFMs)
- Completing registration forms for registered/authorised AIFMs for their approval by the CSSF
- Preparing all the required documentation by the CSSF for the approval of UCITS, SIFs SICARs, Part II Funds of the amended 2010 Law
- Incorporating before the public notary funds administered by SGSS
- Notification of Luxembourg funds using E-file portal (“Fundsquare”) for distribution of Class of Shares in European jurisdictions (UK, France, Germany, Belgium, Switzerland)
- Listing Classes of Shares to the Luxembourg Stock Exchange
- Liaising regularly with the Luxembourg financial supervisory regulator (CSSF) for the approval and rubberstamping of Luxembourg funds to be administered by SGSS and with European financial regulatory authorities
- Attending board of directors meetings of funds administered by SGSS
- Organising and attending conference calls with clients on various related funds issues