Emma specialises in corporate and commercial law, focusing on superannuation, KiwiSaver, managed funds and privacy/official information.
Emma provides strategic advice to a variety of clients, including fund managers of numerous retail superannuation and KiwiSaver schemes. She also advises other financial service providers and a range of clients, on privacy and official information issues.
Emma has completed secondments to three large financial services firms. She has presented numerous seminars to industry groups and regularly writes articles educating clients on topical issues, offering practical thoughts and proactive solutions. Emma is an expert on QROPS matters.
assisted many clients in transitioning to the new Financial Markets Conduct regime
reduced commercial costs for QROPS clients through innovative application of UK pension law
assisted in managing the end to end preliminary documentation and legal aspects of the establishment of the largest single KiwiSaver scheme
the ASB KiwiSaver Scheme
established six other highly visible KiwiSaver schemes, across a range of fund managers
provided innovative legal and commercial solutions for various financial products, including some that have been the first of their type in the market when launched
drafted the documentation and advised on the bulk transfer of thousands of members of one KiwiSaver scheme to another as the result of a corporate transaction
been part of the team that successfully lobbied law changes to establish the complying superannuation fund regime and to proactively obtain necessary amendments to the financial advisers regime to ensure it worked from a practical perspective
facilitated a complex superannuation integration exercise involving a very large defined benefit scheme deficit, which arose as the result of a corporate acquisition
advised major banks, medium and large insurers, mortgage brokers and KiwiSaver providers on issues relating to the changes to the financial adviser and anti-money laundering regimes
advised various insurance companies on the effect of the Insurance (Prudential Supervision) Act on their businesses, including matters of compliance, particularly the governance, solvency and statutory fund aspects of the regime
provided advice to a large government agency in relation to novel privacy issues, and
provided advice to a range of clients in response to Official Information Act requests.