Mikkel Bates Email & Phone Number

United Kingdom

London, United Kingdom

I am the regulatory lead for FE fundinfo and led its move into UCITS KIIDs, PRIIPs KIDs, MiFID II, sustainability disclosures and other regulatory solutions. This requires a full understanding of regulatory and legislative developments and their implications, advising clients and internal parties, working with industry bodies and organising and hosting.

London, United Kingdom

• In 2013, I launched Belmont Marketing Services, a specialist marketing and regulatory consultancy to the financial services industry, and since then I’ve successfully completed a range of projects:
• I re-launched a pioneering range of high-profile ethical funds for the UK’s longest established provider. I involved a wide range of internal and external stakeholders and worked closely with the new managers to.
• I utilised my regulatory knowledge to deliver FCA-compliant literature to a P2P lending platform, working closely with the client to help them and their customers to understand new market regulation.
• I provide ongoing marketing literature copywriting services to a small independent asset and wealth manager, taking a hands-on approach to transforming complex information into comprehensible and digestible content to.
• I developed a new investment product for an international life assurance company, incorporating complex offshore regulatory requirements in regions including Singapore, Hong Kong and the Middle East.

London, United Kingdom

I helped deliver regulatory authorisation and implemented a highly effective marketing and communications strategy for an innovative residential property investment start-up company.I developed the corporate brand and grew the company’s media profile, delivering all collateral and achieving Plain English Campaign Crystal Marks for compliant customer.

I provided independent marketing consultancy services, primarily to the financial services industry. In one of these successful projects, I delivered outsourced UCITS KIIDs as a joint venture between a data solutions provider and a regulatory document drafting agency.Consequently, i returned to this company in 2013 to develop it further into an outsourced.

London, United Kingdom

Head of Retail and subsequently Head of Marketing.I helped launch the retail fund business, growing the brand from scratch and managing all aspects of marketing, communications and product development. I successfully introduced the alternative investment product range into the UK and project managed the conversion of Institutional and Retail unit trusts.

London, United Kingdom

I established and managed the Broker Desk to provide sales, investment and technical support to UK and offshore intermediaries and institutions through an office-based team, which significantly raised the profile of the function ahead of the company’s ultimate acquisition.

Diploma, French For Business, With Merit

B.Sc, Business Administration