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 included the establishment of Irish Collective Investment Asset-management Vehicles (ICAVs).
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’s representative transactions include advising:
- A UK-domiciled AIFM on the establishment and authorisation of its first QIAIF focusing on the global equity market.
- A UK asset manager on establishing a UCITS umbrella Irish collective asset management vehicle (ICAV) and the merger of a sub-fund of a Luxembourg based SICAV into this new structure.
- A large UK asset manager on the authorisation of multiple Irish umbrella UCITS sub-funds and providing ongoing advices to its main UCITS platform with multiple global investment managers.
- 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.
- A UK-domiciled asset management group in relation to its multiple UCITS and QIAIF products – ongoing advice including preparing regulatory updates to fund documentation, assisting with the foreign registration of products, and coordinating Central Bank filings for new product launches.
- Advising US, Swiss and Asia based asset managers on their UCITS products.
