Collas Crill
Lawyers
Kate Anderson
- Phone+44 (0) 1534 601679
- Email[email protected]
- Social
- Profilewww.collascrill.com
Work Department
Financial Services and Regulatory
Position
Kate is a Partner based in Jersey.
She specialises in guiding clients through the regulatory, structural and financing landscape involved in establishing, maintaining and reorganising group investment structures and vehicles.
These structures range from fully regulated collective investment funds to large group arrangements and joint venture vehicles, primarily for ultra-high-net-worth (UHNW), entrepreneurial, and high-net-worth (HNW) clients.
Career
Over the past 26 years, Kate has acted as a trusted advisor to UHNW and entrepreneurial clients. Her broad experience across regulatory, financial, and corporate law enables her to design bespoke structures that meet complex regulatory requirements.
Kate regularly advises on the establishment and operation of a wide variety of collective investment funds and other investment vehicles.
Recent matters include:
Advising on the £310 million refinancing of a hotel and its related corporate group. Overseeing the refinancing and reorganisation of a large UHNW family investment structure, including the introduction of a co-investor to part of the group. Advising an entrepreneur-backed, AI-based investment group on regulatory and structuring requirements for establishing in Jersey, as well as drafting the relevant documentation. Structuring a UHNW client group and advising on associated intragroup arrangements. Designing a multi-class structure to facilitate employee co-investment opportunities for an investment manager. Advising on a suite of Shariah-compliant, daily-traded umbrella funds. In this matter, Kate was the first to obtain a derogation from the JFSC under the Open-Ended Collective Investment Funds Guide (OCIF Guide), enabling a Jersey fund to feed into a fund of funds. She also advised on restructuring the administration of the fund to enable the use of a non-Jersey administrator and custodian as sub-administrator. Becoming the first advisor in Jersey to recommence the activities of a listed fund (AIM-listed) following the end of its life cycle. Managing the regulatory aspects of a particularly long and complex gating-suspension-gating process for a collective investment fund.