Andrew Morgan Email and Phone Number

Draft and negotiate agreements between various Citco entities and hedge fund clients for the provision of administration and supplementary services, such as investor relations, fund accounting, FATCA reporting, and any bespoke service offerings that are required.Act as a point of contact for legal queries from Citco offices located in Canada and the Caribbean; provide legal advice on all matters, including the impact of legislative and regulatory changes, anti-money laundering issues, investor relations, risk and valuation processes, and compliance with internal policies and procedures.Work directly with hedge funds and their counsel to guide them through the formation and onboarding process by conducting comprehensive reviews and revising fund documentation, including offering memorandums, subscription agreements, and constitutive documents.Act as corporate secretary conducting and overseeing corporate governance for several entities within the Citco Group.Provide onsite training to Citco employees in various global offices and prepare internal memorandums instructing staff on various legal and regulatory issues that impact the Citco Group.

Negotiated legal contracts governing financial derivatives, repurchase agreements, securities lending transactions, and related security arrangements; customers included 
hedge funds, foreign banks, corporations, and government entitiesDrafted ISDA Master Agreement Schedules and Credit Support Annexes governing foreign exchange and interest rate swaps, equities, and physical and financial 
commodity transactionsWorked with syndicated and bilateral commercial credit facilities, letters of credit, investment management agreements, and mutual confidentiality agreements