• Advising fintech company Wealthify on a strategic investment by Aviva
• Drafting and advising on the terms and conditions of business for financial services and FCA authorised businesses, including authorised representative agreements and drafting the terms and conditions for a junior ISA product
• Advising on the implications of the Insurance Distribution Directive and interaction with the FCA Handbook for a dental business
• Consumer credit advice for lenders and brokers, drafting and advising on regulated consumer credit agreements and advising on consumer credit disputes
• Advising financial services companies on devising and implementing a best practice regulatory strategy for money laundering and data protection
• Advising a charity on the mis-selling of a multi-million pound hedging product and breach of the COBS rules
• Advising on the setting up of a cross-border medtech fund and ensuring its ability to trade on an international exchange from a regulatory perspective

Accolades

• The Banking & Finance Team is ranked Band 2 in Chambers & Partners.
• The Banking & Finance Team is ranked Tier 3 in The Legal 500.

Testimonials

“The Team is commercially astute and pragmatic.”