Legal Team

The one where they visited Dublin

During September, the team visited Dublin, Ireland, to meet with our key service providers. The team’s meeting with Neil Fleming of Verita Corporate Services, one of our corporate service providers for issuers, allowed for closer ties to optimize processes.

There was another notable event: esteemed team member Andrew Gill celebrated his birthday among his colleagues!

BNYM Settlement Agreement: Check!

Legal/Ops managed to carry out lengthy negotiations and successfully conclude and execute an agreement with BNYM for agent accounts. Agreements are now fully operational and have been proven as valuable incorporations.

Teaming up: new term sheet guidance

Legal/Ops lead a collaboration process with Product Ops to create and incorporate a term sheet guidance for fees and investment strategies.