Kate focuses on general funds management and banking and finance transactions, including asset and real estate finance, fund establishment, and regulatory and compliance issues under the National Consumer Credit Protection Legislation. Kate previously worked with a boutique real estate and business law firm where she assisted with business sales and purchases, including drafting loan and security documents, along with managing a variety of residential and commercial property transactions end-to-end. Highly proficient in multitasking and analytical thinking, Kate has excellent communication skills.
Consumer Credit Protection Compliance – advising a consumer credit provider on their responsible lending obligations under the National Consumer Credit Protection Act (NCCP), preparing a lending manual, and reviewing loan documents to ensure compliance with regulatory requirements under the NCCP.
Debt Fund Transactions – assisting several debt funds to prepare loan and security documents for various transactions, including financing for retail pharmacies and residential property development projects.
CrowdProperty Retail Investment Fund – advising CrowdProperty on the offer documents for a retail marketplace lending platform, including advising on due diligence processes.
Business Acquisitions and Sales – Kate has assisted with a variety of business acquisitions and sales, including advising and documenting vendor financing arrangements.