Investment funds
Shane is both a qualified solicitor and chartered accountant and is a member of the Law Society of Ireland, the International Bar Association, the Irish Taxation Institute and the Institute of Chartered Accountants in Ireland.
§ AXA on the establishment of an ICAV structured as a fund of funds with a focus on investment in infrastructure-oriented assets and companies, which involved drafting the offering and constitutional documents and drafting / negotiating all service provider and third party contracts (e.g. management agreement, depositary agreement, administration agreement, investment management agreement, distribution agreement and shareholder agreements);
§ a large global private investment firm in relation to investment in Irish property via an ICAV, including preparing the offering and constitutional documents to allow for this;
§ on the establishment of a UCITS common contractual fund, with ten initial sub-funds;
§ clients on UCITS mergers;
§ on the establishment of a UCITS management company, including drafting the business plan and other supporting documentation for the Central Bank application;
§ on the establishment of an AIFM, including drafting the programme of activity and other supporting documentation for the Central Bank application; and
§ on investment manager clearance applications.