Bio

Katherine is a senior associate within the Corporate department in the Isle of Man, specialising in Isle of Man funds.  Katherine regularly provides regulatory advice, including assisting with a number of change of control submissions to the Isle of Man Financial Services Authority for regulated insurance and financial services entities.  She is a member of the data protection team at Appleby and has also acted on mergers and acquisitions, restructurings and listings.  Katherine joined the firm as a trainee and was commissioned as an Isle of Man advocate in 2013 after being awarded a commendation in the Manx Bar Exams.

In 2013 Katherine completed a four month secondment in Appleby’s Guernsey office which further strengthened her multi-jurisdictional expertise.

Katherine sits on the committee of the Isle of Man Wealth and Fund Services Association.

 

Expertise:

Recent highlights have included advising:

  • Acting for The Royal Bank of Scotland International Limited on the transfer of the Isle of Man Bank deposit-taking, lending, investment and insurance intermediary business to RBSI, by way of court-sanctioned transfer scheme.
  • Acting for Ferrous Resources Limited on its USD550m sale to Vale SA by way of merger.
  • Acting for The Montreux Healthcare Fund plc, an Isle of Man qualifying fund investing in the healthcare sector.
  • Acting for the Duncan Lawrie group on the sale of its Isle of Man investment management business and loan book.
  • Advising CVC and Blackstone in relation to Isle of Man aspects of its £3 billion acquisition of FTSE 250 company Paysafe Group plc.
  • Advising Advent International in connection with the transfer of a controlling interest in V.Companies Limited, licensed by the Isle of Man Financial Services Authority.
  • Acting for Palatine Private Equity on matters of Isle of Man law in connection with its investment in SMP Partners.
  • Advising Strix Group plc on matters of Isle of Man law in connection with its £190 million listing on AIM.
  • Acting for Crossrider plc on matters of Isle of Man law in connection with its listing on AIM.
  • Advising a number of banks and financial institutions on compliance with the Isle of Man’s implementation of GDPR.

 

Education:

University of York (England)

College of Law, York (England)

Updates

5 Aug 2019 | Deals

Appleby Isle of Man Advises on USD 550m Sale of Ferrous Resources Limited

Appleby’s Isle of Man office acted for Ferrous Resources Limited (Ferrous) in connection with its ...

Publications

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