Josephine is a corporate lawyer, with significant experience in commercial contracting, regulatory matters and corporate transactions. She regularly advises clients across a range of sectors, including funds management, financial services, property investment, retail and ICT.
Josephine regularly advises in-house teams on a broad range of business-as-usual and bespoke commercial contracts, including software licensing arrangements, services agreements, product supply and distribution arrangements.
Josephine’s regulatory experience includes:
- advising on the implications of the Financial Markets Conduct Act 2013 for managed investment schemes
- advising on corporate transactions involving the financial services industry
- advising on the regulation of financial advice
- advising on the reporting framework for climate related disclosures
- advising on licensing and ongoing requirements under the Insurance (Prudential Supervision) Act 2010
- advising on privacy law and marketing issues
- providing general financial services law advice
Josephine has advised private and public sector clients on a broad range of corporate transactions, including corporate structuring, joint ventures, shareholder arrangements, mergers and acquisitions and capital raising. She has also advised on corporate governance matters.
Josephine previously gained in-house experience as a senior solicitor in a government department and spent time on secondment at three large financial services providers.
Sale of QuayStreet funds management business
Advised Craigs Investment Partners on the sale of its QuayStreet funds management business to Smartshares Limited (a division of NZX), including advising on product support and distribution arrangements and regulatory disclosure obligations.
Stride Property’s establishment of industrial property fund
Advised Stride Property Group on the establishment of Industre Property, an industrial property fund formed through an unincorporated joint venture with an investment vehicle (advised by JP Morgan Asset Management) for international institutional investors.
Next Generation Critical Communications and Crown Infrastructure Partners
Advised Next Generation Critical Communications (NGCC) (a division of New Zealand Police) and Crown Infrastructure Partners Limited (CIP) on the $1.4 billion digital infrastructure procurement of The Public Safety Network - Te Kupenga Marutau. This included a suite of major contracts for the procurement of a critical public safety communications network for New Zealand's emergency services agencies.
Cloud Transformation Project
Advised a listed entity in the financial services sector on its cloud transformation project, including its procurement of SaaS solutions, software licensing agreements and overall contractual frameworks.
Costco Wholesale – Contractual Arrangements
Advised Costco on its preparations for the opening of its first Costco Wholesale Warehouse (store) in the New Zealand market, including its logistics arrangements and product supply agreements.
Establishment of Te Pūkenga network
Advising on the stand-up of Te Pūkenga - New Zealand Institute of Skills and Technology and its network of subsidiaries (through the legislative conversion of 16 existing polytechnics to Crown entity subsidiaries) and advising the Te Pūkenga Group on a range of legal matters, including governance, reporting, legislative compliance and contractual arrangements.
Synlait Milk’s bond issue
Advising Synlait Milk on its $150 million offer of five-year unsecured subordinated fixed rate bonds.