Expertise

Orlaith is a partner in the Asset Management Department at Matheson. She practices financial services law and advises many of the world’s leading financial institutions, investment banks, asset management companies and service providers carrying on business in Ireland or through Irish vehicles.

Orlaith has extensive experience advising a wide range of domestic and international clients on the structuring, establishment, marketing and sale of both UCITS and alternative investment funds in Ireland across the full range of investment strategies and asset classes.

Orlaith has completed secondments with two large asset managers in London as well as with a large service provider in Dublin advising on both the depositary and administrator services.

Experience Highlights

Orlaith's experience includes advising on:

the establishment and providing on-going advice in respect of both UCITS and AIFs (in the form of plcs, ICAVs, investment limited partnerships and unit trusts) as both umbrella funds and stand-alone funds focusing a variety of asset classes and strategies;
drafting and review of constitutional documents for UCITS and AIFs;
advising on, drafting and negotiating all service provider and third party contracts (including depositary agreements, administration agreements, investment manager agreements, investment advisor agreements and shareholders agreements);
the implementation of the Sustainable Finance Disclosure Regulations and Taxonomy Regulation and related ESG matters in investment funds;
the cross-border mergers of Irish and Luxembourg UCITS;
change of service providers for UCITS and AIFs; and
both UCITS management companies and AIFMs on the authorisation process as well as on passporting applications to be appointed as the management company to other EU domiciled investment funds as well as marketing passports.

Accolades

Recognised in the Expert Guides Rising Stars Guide 2022

Education

Admitted as a solicitor in Ireland – 2015

University College Dublin, LLM International Commercial Law - 2011

National University of Ireland Galway, Bachelor of Laws, LLB - 2010

National University of Ireland Galway, Bachelor of Corporate Law - 2009

Asset Management and Investment Funds

Matheson Webinar: SFDR Level 2 – Are You Ready to File?

Oct 28, 2022, 09:48 AM

Title : Matheson Webinar: SFDR Level 2 – Are You Ready to File?

Filter services i ds :

Engagement Time : 5

Insight Type : Article

Insight Date : Oct 28, 2022, 00:00 AM

At our recent interactive webinar, chair and partner Tara Doyle and senior associate Orlaith Finan from our Asset Management and Investment Funds Department took over 200 attendees through Annex II to the Sustainable Finance Disclosure Regulation ("SFDR") regulatory technical standards ("RTS"), which sets out the template for pre-contractual disclosures for investment funds within the scope of Article 8 SFDR (that is, investment funds promoting environmental and social characteristics).

The final SFDR RTS were published in July this year and set out templates for disclosures relating to principal adverse impacts of investment decisions on sustainability factors and pre-contractual and periodic disclosures for funds within the scope of Article 8 and Article 9 of the SFDR. The pre-contractual disclosures are required to be annexed to all fund prospectuses / supplements from 1 January 2023 and the Central Bank of Ireland ("Central Bank") has recently confirmed that the necessary filings must be made with the Central Bank by 1 December 2022. (See our earlier update – Central Bank of Ireland Confirms SFDR Level 2 Fast Conditions – available here.)

The webinar discussion focused on the Article 8 fund pre-contractual disclosures, as the vast majority of funds filing before the 1 December 2022 deadline will be Article 8 funds. Tara and Orlaith highlighted the key issues and queries we have seen with respect to each section of the template and offered practical guidance on completion, as well as responding to attendees' questions on the day.

If you would like to be invited to future Matheson webinars, you can subscribe to our various mailing lists here. If you would like to access a recording of the above webinar, please contact knowledge.insights@matheson.com.

To read more about these developments, please visit our Sustainable Finance page.

Please contact your usual Asset Management and Investment Funds contact should you wish to discuss the SFDR RTS requirements.