Katie Dow

^{The Legal 500 Asia Pacific 2025 Investment funds, 'Next generation partner'. She is recommended for unit trusts, superannuation, KiwiSaver and insurance.}

^{Chambers Asia-Pacific 2025 Financial services, "Up and coming".}

^{Clients say Katie "impressive expertise and understands our business". She "has excellent communications skills and a high level of expertise."}

Fund establishment

Advising domestic and international clients on establishing funds in New Zealand, including both funds marketed to the public and private funds with non-retail investors.

Financial advice

Advising clients on the various requirements associated with providing financial advice in New Zealand, from licensing, to conduct obligations and disclosure obligations.

CoFi

Advising clients on their incentive arrangements with employees and third parties.

Financial services providers

Advising on compliance with financial service providers regulation, including in the context of corporate restructurings.

Corporate transactions in the financial services industry

Advising on the implications for licensed financial service providers and superannuation schemes in the context of corporate restructurings.

KiwiSaver and superannuation arrangements

Working with providers, employers and trustees on KiwiSaver and superannuation arrangements.

Insurance

Advising on licensing and ongoing requirements under the Insurance (Prudential Supervision) Act 2010 and reviewing insurance policies and marketing materials.