Angela Phelan
Angela has experience in a range of financial services and products. Angela advises clients within the financial services sector including asset managers, institutional investors and funds on fund launches and realisation opportunities, relationships with service providers and regulatory compliance. She has experience of a broad range of work in respect of authorised funds (both UCITS and AIFs) and advises on structuring, establishment and authorisation of such investment funds. Angela has experience in large-scale project management, regulatory and advisory work involving financial services institutions, legal drafting and negotiation. Angela has negotiated fund documentation including transfers, distribution, private placement, depositary and rebate agreements.
Angela has been on secondment to Ninety One Fund Managers UK Limited. Whilst on secondment she assisted with their applications to the FCA for authorisation under Open-Ended Investment Companies Regulations 2001 (the "OEIC Regulations"), merger projects and terminations. She provided advice in relation to benchmark changes, eligibility of investments and CASS.
Angela’s recent experience includes advising on the launch of funds and reconstruction of existing funds with a focus on ESG, sustainable and impact objectives. Angela has provided client training on the FCA’s guiding principles.
Angela read Comparative Literature at the University of Kent in Canterbury, she then completed the Graduate Diploma in Law and Legal Practice Course at BPP. She trained and qualified with Eversheds Sutherland in March 2020.