top of page

Services

Licensing

Compliance and risk management

Issuance of financial instruments

I believe that cooperation and clarity create value, so my goal is to grow together with our clients and present complex financial market regulations in an understandable way.

Over the last two years, I have been actively involved in coordinating fund activities with various collective investment entities. I am currently continuing to deepen my knowledge and gain experience in this field so that I can help clients resolve both complex and everyday matters.

Areas of expertise:

Fund coordination:

  • Preparation and updating of collective investment undertaking rules, prospects, key information documents, and reports;

  • Preparation of investment committee and shareholder decisions;

  • Organising and preparing shareholder meetings, agendas and processes;

  • Reviewing market abuse regulations, updating documents in line with regulatory changes, managing of insider lists;

  • Organising the process of issuing bonds through a Dutch auction;

  • Developing a due diligence process and documents together with the compliance team;

  • Preparation and submission of the documents on changes/appointments in the management bodies or persons performing key functions of the management company/collective investment undertaking to the Bank of Lithuania.

bottom of page