Seeing the world from your perspective BIGGER PICTURE OFFSHORE LAW SPECIALISTS BRITISH VIRGIN ISLANDS CAYMAN ISLANDS GUERNSEY JERSEY 1CAPE / TOWN HONG KONG LONDON SINGAPORE careyolsen.com Contents OUR SERVICES CAREY OLSEN AT A GLANCE BANKING AND FINANCE CORPORATE DISPUTE RESOLUTION AND LITIGATION EMPLOYMENT, PENSIONS AND INCENTIVES INVESTMENT FUNDS PROPERTY LAW REGULATORY OUR FIRM OUR PEOPLE RESTRUCTURING AND INSOLVENCY TRUSTS AND PRIVATE WEALTH OUR APPROACH SECTOR EXPERTISE OUR INTERNATIONAL CONTACT US NETWORK 2 / Contents careyolsen.com Carey Olsen at a glance INVESTMENT FUNDS CLIENTS PRIVATE EQUITY CLIENTS TIER ONE RANKINGS We are legal adviser to close We represent nine of the world’s We are tier one for all our to 1,200 funds across the top 10 private equity firms practice areas in The Legal Channel Islands, more than 500 UK rankings 8 any other oshore law firm LOCATIONS 90% 17/17 1,200 BANKING CLIENTS TISE LAW FIRMS We represent eight We are the leading adviser on We work with all 25 of the world’s top The International of the world’s largest 4 10 banks Stock Exchange (TISE) law firms LEGAL JURISDICTIONS 8/10 No.1 25 LSELISTED CLIENTS JERSEY FUNDS GUERNSEY FUNDS We advise more LSE-listed We advised on 49% of all We advised on 74% of all clients and funds than any new funds in Jersey new funds in Guernsey 1898 other oshore law firm (July 2015-16) (July 2015-16) FOUNDED 96 49% 74% 3 / Carey Olsen at a glance careyolsen.com OUR FIRM Wide-angle thinking We advise financial institutions, corporations and private clients on the laws of the British Virgin Islands, Cayman Islands, Guernsey and Jersey from a network of eight international offices. Our clients include global and local WHY INSTRUCT US? financial institutions, investment funds, private equity houses, multi-national • We provide partner-led advice. corporations, public organisations, • We have the strength and depth sovereign wealth funds, high net to handle the most complex and worth individuals, family o¥ces, specialist work. directors, trustees and private clients. • We operate across all time zones We work alongside all of the major and key financial markets. international law firms, accountancy • Our lawyers advise on significant firms and insolvency practitioners. legislative changes and industry developments. In the face of opportunities or • We provide value by eectively challenges, our clients know that delegating work to talented “Their advice is delivered in the advice and guidance they lawyers at the appropriate levels. receive will be based on a complete simple, easy-to-understand understanding of their goals and • We have strong and long-lasting objectives combined with technical relationships with our clients, language and always excellence and commercial insight. intermediaries and regulators. within a broader • We are consistently ranked as commercial context.” Whether playing a lead or a a top tier law firm in the leading supporting role, we always look legal directories. Legal 500 at the bigger picture. • Founded in 1898, we are one of the oldest oshore law firms. 4 / Our firm careyolsen.com OUR PEOPLE Business-ready legal minds Our advice is delivered by an approachable and experienced team of globally-minded lawyers who work in partnership with our clients to help them achieve their objectives. Our clients tell us that we are easy “Provides big-firm, to work with and highly-responsive. They consider us an extension of their top quality legal advice team and appreciate the continuity with a smaller firm’s of service that we provide along with client service and 48 380 consistently high levels of client service. responsiveness.” PARTNERS PEOPLE We employ 380 people and our 48 partners lead a full complement of Legal 500 200 lawyers, many of whom have come from leading international 200 law firms. LAWYERS 5 / Our people careyolsen.com OUR APPROACH Seeing the world from your perspective Our clients benefit from direct contact with the partner who is leading on their work. Our teams are structured according to the scale and expertise needed for each instruction and we ensure cost efficiencies through the delegation of work to lawyers at the appropriate level. We make a point of getting to “They really get to know their know you, your business and your clients and are therefore able circumstances. Our role goes beyond delivering legal services - we to tailor their advice around aim to contribute to your success their clients’ needs.” and to add value wherever we can. Chambers and Partners This can take a number of forms including training, knowledge- sharing, legal secondments, regulatory and legislative updates and client briefings. We maintain highly-competitive and transparent fee rates that are visible from the outset. 6 / Our approach careyolsen.com SECTOR EXPERTISE Thinking beyond borders We deliver legal services in relation to a wide range of industry sectors. SECTOR EXPERTISE • Banks • Insurance • eGaming • Investment and Wealth Management • Energy and Natural Resources • Private Client • Fintech and Regtech • Private Equity • Government and Public Sector • Real Estate • Hedge Funds • Trust and Company Business • Infrastructure 7 / Sector expertise careyolsen.com OUR SERVICES The experience to guide and the vision to lead Our lawyers work across disciplines and jurisdictions to deliver a seamless service to our clients. We have the skills, expertise and scale to handle the most demanding, complex and innovative instructions. DISPUTE RESOLUTION BANKING AND FINANCE CORPORATE AND LITIGATION EMPLOYMENT, PENSIONS INVESTMENT FUNDS PROPERTY LAW AND INCENTIVES RESTRUCTURING AND REGULATORY TRUSTS AND PRIVATE WEALTH INSOLVENCY 8 / Our services careyolsen.com “They are customer focused, commercial and add value to transactions. They focus on understanding and delivering what the customer wants.” Chambers and Partners 9 careyolsen.com OUR SERVICES Banking and Finance Changes within the global banking sector require new and innovative financial structures both for those offering capital and those aiming to access it. Carey Olsen has a top tier global London, New York and other major RELATED SERVICES finance team and an international financial centres (with o¥ces in • Aircraft Finance London, Hong Kong and Singapore) 8/10 reputation for banking and finance • Banking Regulation work. From complex cross-border and represent clients on transactions financing transactions and large loan at every level of complexity. • Debt Capital Markets We represent eight of the portfolio restructurings to establishing • Funds Finance world’s top 10 banks and banks in our domestic markets, our Our clients include arranging banks • High Yield two-thirds of the top 25 banking and finance team has the and lenders, investment banks, • Islamic Finance experience and knowledge to advise building societies, borrowers, ® TISE/CSX Listings you and the depth to service the syndicated lenders and underwriters. • Real Estate Finance “A very high level of largest transactions. Each year we Our experience in advising each of advise on loans amounting to tens of • Structured Finance service, with fast response these groups means we can anticipate and Securitisation billions of pounds for both lenders and multi-party needs, often saving times and astute advice.” borrowers. our clients time and money during a transaction. Legal 500 We are instructed by clients directly on their international finance transactions and also work closely with onshore legal teams. We have strong ties to For further information, please visit: 10 / Banking and Finance careyolsen.com/bankingandfinance OUR SERVICES Corporate Corporate work is a cornerstone of our legal services offering. We have one of the largest corporate teams in the offshore legal market and we act for a diverse range of international and regional organisations. Our lawyers are skilled at creating We match the level of resource to RELATED SERVICES new structures for commercial your requirements, expectations and • Competition Law growth, advising on public and deadlines, giving you the commercial 1 • Corporate Structuring private mergers and acquisitions agility to achieve your objectives. and completing exchange-based • Cybersecurity and Data Protection We are the leading oshore legal adviser listings, as well as advising boards We have a global approach and, • Insurance Law and shareholders. alongside our corporate specialisms, • Intellectual Property to LSE-listed clients we provide regulatory, employment, • IPOs and Equity Capital Markets The scale of our corporate practice pensions, litigation, property and • Joint Ventures enables us to structure the team commercial advice. This integrated • Mergers and Acquisitions according to our role, whether we expertise enables us to form a broader • Regulation and Compliance are providing focused advice directly team across legal disciplines and £5.16bn to our clients or acting in partnership jurisdictions when necessary. with onshore advisers on complex We are the leading oshore international transactions. legal adviser for AIM-listed clients advising a total of 36 clients with a combined market cap of £5.16 billion For further information, please visit: 11 / Corporate careyolsen.com/corporate OUR SERVICES Investment Funds Our investment funds team is both well regarded and highly active. We advise on all fund structures, including open and closed-ended, limited partnerships, unit trusts and companies in the British Virgin Islands, Cayman Islands, Guernsey and Jersey. Recognised as the leading legal Among our clients