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Charlotte joined Kensington
Swan in 2006 and is a solicitor in the firm’s Financial Markets
team.
She is involved in the managed funds and superannuation areas,
primarily involving the preparation and interpretation of trust
deeds, advice relating to compliance issues and investment statement,
prospectus and advertising compliance.
Charlotte
also works in the field of life and disability insurance, including
insurance policy and marketing documentation.
The Financial Services team advises clients on all aspects of financial
law, with a particular focus on:
 Securities law and NZSX listing rules
compliance and disclosure
Superannuation and managed funds including KiwiSaver Schemes and complying Superannuation
Funds
Debt and equity financing
Securities Act compliance and disclosure
issues
Financial intermediaries and investment
advisor disclosure
Insurance – life and disability.
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