About

Provided by Bell Gully

​​Financial Services Regulation:

Our experts advise and assist on the full spectrum of financial services regulation ​​including consumer law, anti-money laundering​, carrying on business in New Zealand, financial advice and financial markets conduct.

We assist customers at all stages of their regulatory journey from licensing, compliance and risk management advice through to assistance with communications with regulators and dispute resolution. We have in-depth technical and market knowledge of all aspects of this complex area of the law which has undergone extensive reform.

Bell Gully has been, and continues to be, closely involved in all aspects of the reform process and is best placed to assist, advise and support clients in this challenging environment. Our clients include registered banks, non-bank deposit takers, FinTech ventures, money remitters, derivatives issuers, superannuation funds, AML reporting entities, NZX participants, insurers, trustees, industry associations, both local and offshore financial service providers, international law firms and most of the global investment banks.

Funds management and superannuation: 

​​​​​​​​​We have broad experience of all types of investment products including KiwiSaver, unit trusts, retail and employer sponsored superannuation, group investment funds and international schemes.

Our team acts for many of the leading New Zealand and international financial institutions as well as many employer sponsored superannuation schemes.

Chambers Review

Provided by Chambers

Financial Services - New Zealand

2
Band 2

What the Team is Known For

Bell Gully has a full-service financial services offering which is well-regarded for its advisory funds work. The team supports fund issuers and managers with transactional and regulatory issues, particularly in relation to managed investment schemes. The firm has a solid practice for investment funds in the property and private equity sectors, with further experience assisting with the superannuation schemes.

Work Highlights

  • Bell Gully advised Jarden on the merger of its wealth advisory, asset management and KiwiSaver businesses with those of National Australia Bank and the related equity investment by Pacific Equity Partners to form FirstCape Group.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

3
Katie Dow
3
Band 3
Katie Dow frequently advises trusts, investment services organisations and superannuation funds in relation to corporate transactions involving the financial services industry.

Katie is great to work with. She is a good communicator, always makes herself readily available and explains her thought process and views well.

Katie Dow is very knowledgeable in the area of financial services regulation.

Ranked Lawyers at
Bell Gully

Provided by Chambers
Filter by
Band

New Zealand

Financial Services

3
Katie Dow
3
Band 3

Members

Provided by Bell Gully

Katie Dow