A specialist in investment funds and financial services, Matthew Daley is particularly involved in fund establishment, capital raisings, governance, regulatory matters, disclosure, contracting and distribution.

He has extensive experience in all forms of regulated and unregulated collective investment vehicles for retail and wholesale clients across a range of asset classes and structures. These include managed investment schemes and wrap platform arrangements (including IDPS, master trusts and MDAs).

In addition, Matthew has deep experience in the structuring and offering of all other types of financial products and services, including complex and structured products.

Read More

Expertise

Expand all

Funds Management

AMP: Matthew advised the AMP group on various financial product manufacture and distribution issues, including its establishment of numerous AMP Capital Investors managed investment schemes, its bespoke dealer group MDA offering, and its relatively recent acquisition of the AXA Asia Pacific business.

Matthew also advised AMP Capital Investors in connection with the $2B restructure of AMP Capital's joint venture arrangements with the Westfield Group. This included advising AMP Capital in connection with the $864M equity capital raising from two foreign investors, the Canadian Pension Plan Investment Board and Abu Dhabi Investment.


ANZ Wealth/MLC/Mercer:
 Matthew acted in the establishment of both registered and unregistered managed investment schemes, IDPS, IDPS-like, MDA and NCS vehicles across all asset types. He also advised them on the financial services licensing issues affecting them, including their obligations under the Future of Financial Advice reforms and disclosure obligations under the new Shorter PDS regime.


CBA:
 Matthew is advising the CBA group on its financial services licensing obligations, particularly in relation to its dealer group (Count Financial, Financial Wisdom and Commonwealth Financial Planning) and platform operations.


Foreign financial service providers:
 Matthew is advising foreign financial services providers with Australian operations on the regulatory and legal issues involved in promoting and selling collective investment vehicles and mandate offerings to Australian retail and wholesale investors.

See Funds Management

Real Estate Markets

AMP: Matthew advised the AMP group on various financial product manufacture and distribution issues, including its establishment of numerous AMP Capital Investors managed investment schemes, its bespoke dealer group MDA offering, and its relatively recent acquisition of the AXA Asia Pacific business.

Matthew also advised AMP Capital Investors in connection with the $2B restructure of AMP Capital's joint venture arrangements with the Westfield Group. This included advising AMP Capital in connection with the $864M equity capital raising from two foreign investors, the Canadian Pension Plan Investment Board and Abu Dhabi Investment.

See Real Estate Markets

Structured Products

AMP: Matthew advised the AMP group on various financial product manufacture and distribution issues, including its establishment of numerous AMP Capital Investors managed investment schemes, its bespoke dealer group MDA offering, and its relatively recent acquisition of the AXA Asia Pacific business.

 
Matthew also advised AMP Capital Investors in connection with the $2B restructure of AMP Capital's joint venture arrangements with the Westfield Group. This included advising AMP Capital in connection with the $864M equity capital raising from two foreign investors, the Canadian Pension Plan Investment Board and Abu Dhabi Investment.

See Structured Products

Banking and Finance

AMP: Matthew advised the AMP group on various financial product manufacture and distribution issues, including its establishment of numerous AMP Capital Investors managed investment schemes, its bespoke dealer group MDA offering, and its relatively recent acquisition of the AXA Asia Pacific business.

Matthew also advised AMP Capital Investors in connection with the $2B restructure of AMP Capital's joint venture arrangements with the Westfield Group. This included advising AMP Capital in connection with the $864M equity capital raising from two foreign investors, the Canadian Pension Plan Investment Board and Abu Dhabi Investment.


ANZ Wealth/MLC/Mercer:
 Matthew acted in the establishment of both registered and unregistered managed investment schemes, IDPS, IDPS-like, MDA and NCS vehicles across all asset types. He also advised them on the financial services licensing issues affecting them, including their obligations under the Future of Financial Advice reforms and disclosure obligations under the new Shorter PDS regime.


CBA:
 Matthew is advising the CBA group on its financial services licensing obligations, particularly in relation to its dealer group (Count Financial, Financial Wisdom and Commonwealth Financial Planning) and platform operations.


Foreign financial service providers:
 Matthew is advising foreign financial services providers with Australian operations on the regulatory and legal issues involved in promoting and selling collective investment vehicles and mandate offerings to Australian retail and wholesale investors.

See Banking and Finance

Governance and Compliance

ANZ Wealth/MLC/Mercer: Matthew acted in the establishment of both registered and unregistered managed investment schemes, IDPS, IDPS-like, MDA and NCS vehicles across all asset types. He also advised them on the financial services licensing issues affecting them, including their obligations under the Future of Financial Advice reforms and disclosure obligations under the new Shorter PDS regime.


CBA:
 Matthew is advising the CBA group on its financial services licensing obligations, particularly in relation to its dealer group (Count Financial, Financial Wisdom and Commonwealth Financial Planning) and platform operations.


Foreign financial service providers:
 Matthew is advising foreign financial services providers with Australian operations on the regulatory and legal issues involved in promoting and selling collective investment vehicles and mandate offerings to Australian retail and wholesale investors.

See Governance and Compliance

Knowledge

    Related knowledge information is loading