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Walkers Ireland LLP

Walkers is a global financial services law firm that practises law across six jurisdictions and has ten offices across the Americas, EMEA and Asia. Walkers has 124 partners and 928 staff, providing 24/7 service to its clients. Our clients include Fortune 100 and FTSE 100 companies, as well as the most innovative firms and institutions across the financial markets.

The Irish office provides market-leading Irish legal, tax, listing and professional services solutions to local and international financial institutions, investment managers, hedge funds, private equity groups and corporations. Walkers offer a suite of integrated services for our clients, providing Irish legal and tax advisory solutions as well as global corporate and regulatory services with the firm's independent corporate services offering, Walkers Professional Services, providing a broad range of corporate, fiduciary and administration services including to structured and asset finance vehicles.

Walkers has one of the largest specialist asset management and investment funds teams worldwide. The Asset Management and Investment Funds Group offers expert advice and commercial solutions to many of the world's most prominent asset managers, fund promoters and institutional investors, on a wide range of investment fund strategies such as private equity, private debt and real estate as well as more traditional retail-focused strategies.

Walkers has comprehensive experience in advising clients on the commercial and regulatory implications of the establishment and operation of Irish investment funds as well as UCITS management companies, AIFMs, investment firms and other regulated financial service providers. The team benefits from members having obtained extensive in-house experience from leading asset management firms and investment fund service providers.

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Universal-Investment Ireland

Universal Investment Ireland is proud to be working with Irish Funds to make our joined expertise more accessible to the financial community around the world. What we offer is the combination of an experienced ManCo as well as AIFM and efficient Fund Admin services, plus active Distribution capabilities for asset managers.

Metzler Ireland, one of the first ManCos in Ireland established in the 1990s, was acquired by Universal Investment Group in 2021. Likewise, Universal Investment is one of the pioneers in the fund industry in Germany and Luxembourg. By combining experienced teams and a powerful platform, we can offer one of the best possible services to Irish domiciled funds. Now firmly established, we are here to stay.

Universal Investment Group is one of Europe's leading fund service platforms and Super ManCos with significant substance in all major fund domiciles. Our technical infrastructure and staff of more than 1,000 professionals, enables us to provide our clients with robust support for more than 2,000 mutual and institutional funds with around EUR 733 billion in assets under management and administration. Founded in 1968, the Group is headquartered in Frankfurt and has branches and subsidiaries in Luxembourg, Dublin, London, Hamburg and Krakow. The companies UI Labs, UI Enlyte and CAPinside complement the Group’s innovative service offering. Universal Investment Group is a signatory of the UN Principles of Responsible Investment.

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State Street

State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading. With $38.8 trillion in assets under custody and/or administration and $3.5 trillion* in assets under management as of December 31, 2020, State Street operates globally in more than 100 geographic markets and employs approximately 39,000 worldwide.

Established in Ireland over 20 years ago, it is one of the country's largest providers of fund administration services across both domiciled and non-domiciled funds, and Ireland's No.1 custodian, fund administrator and transfer agent (Monterey Insight Ireland Fund report, February 2020). With offices in Dublin, Drogheda, Kilkenny and Naas, it has the resources and specialised expertise to meet the complex, global needs of investors.

* Assets under management as of December 31, 2020 includes approximately $75 billion of assets with respect to which State Street Global Advisors Funds Distributors, LLC (SSGA FD) serves as marketing agent; SSGA FD and State Street Global Advisors are affiliated.

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RBC Investor and Treasury Services Ireland Ltd

RBC Investor & Treasury Services (RBC I&TS) is a specialist provider of asset services, custody, payments and treasury and market services for financial and other institutional investors worldwide, with over 4,500 employees in 16 countries across North America, Europe and Asia. RBC I&TS deliver services which safeguard client assets, underpinned by client-centric digital solutions which continue to be enhanced and evolved in line with our clients’ changing needs.

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PwC

Our purpose is to build trust in society and solve important problems. Right now, this has never been so relevant. In the weeks and months ahead, every business will face difficult decisions.As the largest provider of assurance services to the investment fund industry in Ireland with approximately 38% of the Irish domiciled funds market share by assets or 35% by number of funds1, we are best placed to support you to find the right solutions.

Within our Asset and Wealth Management (“AWM”) group in Ireland, we have 20 partners who are supported by over 120 managers, senior managers and directors and over 300 staff - all of whom are specialists in the AWM industry.

We have the expertise and experience to assist you with your audit, tax, risk assurance regulatory, consulting and advisory needs.

For more information, please see our website at PwC Ireland - Asset and Wealth Management or reach out to Patricia Johnston, Jonathan O’Connell, Marie Coady or Ken Owens.

PwC refers to the Irish member firm, and may sometimes refer to the PwC network. Each member firm is a separate legal entity.

This content is for general information purposes only, and should not be used as a substitute for consultation with professional advisors.

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J.P. Morgan Asset Management

J.P. Morgan is one of the largest providers of custody and fund services in Ireland, offering products and services from its corporate and investment bank, including fund services, custody, treasury services, commercial banking, merchant services and fixed income trading.

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EY

EY Financial Services operates as ‘one global firm’, our globally-integrated Financial Services Organisation (FSO). This operating model allows us have a global network with over 49,000 professionals dedicated to serving our financial services clients across the banking and capital markets, wealth and asset management and insurance sectors. EY Financial Services brings a dynamic approach to today’s complex business environment. We bring a truly borderless approach to markets we service across disciplines, geographies and people. Our Dublin office has 640 dedicated staff, with 280 working in our Wealth and Asset Management practice.

Our Global Wealth and Asset Management sector is dedicated to offering unique industry insights to our clients and coordinating a network of more than 22,000 Wealth and Asset Management professionals who are ready to develop practical approaches to the assurance, advisory, tax and transactions issues you face. We see our role as supporting the asset management industry as it evolves to meet the challenges of today and tomorrow. We aim to have a strong point of view and we constantly engage with our clients to deliver strategic insights and benchmarking data.

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Deloitte

Deloitte’s Investment Management Practice in Ireland is led by 11 partners providing Audit, Tax, Consulting and Risk services.

Its multidisciplinary nature allows for a unique vision of industry wide issues and developments affecting clients.

Several forces are shaping the investment management sector. At a macro level, Russia’s invasion of Ukraine has added to the uncertainty from two years of COVID-19. A combination of caution and lower growth forecasts could affect investment management. In unpredictable times like these, higher-risk financial assets tend to underperform. Money gravitates to lower-risk assets, such as gold, the dollar, government bonds and so-called value equities with higher and more stable dividend streams. Then, looking at challenges specific to investment management firms, talent is the number one issue facing most firms today, followed by how to bring efficiencies to business operations and firms’ operating models. Additional challenges around sustainability and compliance are also on the agenda.

Organisations should continue to plan for a range of scenarios to effectively navigate the above forces over the coming year. For more details on the above and how Deloitte can support you, please contact a member of the Investment Management team.

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Citibank Europe Plc

Citi has had a presence in Ireland since 1965 and was one of the first foreign banks to open an office in the country. From its offices in North Wall Quay in Dublin, Citi Ireland services clients across 160 countries and is the Head Office for Citibank Europe plc.

Citibank Europe plc has been based in Ireland since 1988 and, since January 2016, is Citi’s single EU-passported bank, with branches in 22 countries. It is regulated by the European Central Bank.

The businesses covered by Citibank Europe include Markets and Securities Services, Banking Capital Markets and Advisory, Treasury and Trade Solutions, and Private Bank.

Business Lines

Institutional Clients Group

The businesses operating in Ireland are all part of the Institutional Client Group (ICG) and include Treasury and Trade Solutions, Markets and Securities Services, Private Bank, Custody and Fund Services, Global Subsidiaries Group, Corporate and Investment Banking, Capital Markets, and Citi Commercial Bank. Citi’s leading EMEA Aviation leasing business is also based in Ireland.

Citi Ireland also has a Citi Solution Centre, one of four CSCs in EMEA, providing Operations and Middle Office services across the region.

Innovation

Citi’s first Innovation Lab was established in Dublin in 2009. It was the first R&D center for a financial services company in Ireland and is dedicated to support the creation of the next wave of financial products and solutions for Citi’s clients.

The Innovation Lab operates independently from the business—not only to provide a safe and contained environment for experimentation, but also to enable the lab to focus on long-term consumer and technology trends.

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Carne Global Financial Services Ltd

Carne Group is the premier global provider of Fund Management Solutions to the asset management industry. Carne support the world’s leading asset managers, insurance companies, pension funds and wealth managers through their next generation solutions, including European Management Companies, Fund Platforms, Independent Fund Directorships and other Fiduciary services. Whether it’s accessing the European market via one of Carne's 4 European management companies or using their expert team of Cayman directors to provide the level of independent governance demanded by institutional investors, Carne deliver tailored solutions to our clients on a global basis.

Next Generation Solutions

As one of the leading providers of independent governance and distribution support for the asset management industry, Carne work with many of the most respected names in traditional and alternative fund management, helping them to meet their oversight and reporting objectives in an increasingly complex regulatory world. By leveraging our global scale and capabilities we deliver innovative next generation solutions aligned to clients’ needs. Carne's industry leading technology and risk driven platform, CORR, helps some of the world’s leading investment managers to revolutionise their due diligence, compliance, risk and operational requirements and provides them with the management information they need to control their business.

Combining Global Experience with Local Expertise

Carne combines local expertise with the institutional approach one would expect from a global leader. Employing more than 200 people across 10 global locations, Carne is a governance and substance provider for asset managers managing more than $1 trillion in Assets under Management. Focused on developing long-term partnerships with their clients, Carne service clients across multiple jurisdictions and financial hubs, including the Cayman Islands, Channel Islands, Chicago, Dublin, Lisbon, London, Luxembourg, Portugal, New York and Zurich.

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Carnegie Fund Services SA

Carnegie Fund Services is the leading independent legal representative of foreign collective investment funds in Switzerland. Authorized and regulated by FINMA (Swiss Financial Market Supervisory Authority) since 2003, we have a longstanding expertise in the Swiss Fund Industry.

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BNP Paribas Securities Services

BNP Paribas Securities Services is a multi-asset servicing specialist with local expertise in 32 markets around the world and a global reach covering 90+ markets. This extensive network enables us to provide our institutional investor clients with the connectivity and local knowledge they need to navigate change in a fast-moving world.

Our 350 highly skilled employees in Ireland provide solutions to asset managers, asset owners, issuers and financial intermediaries. We partner with clients to overcome complexity, offering services across all asset classes for both Irish domiciled funds and for funds domiciled in other jurisdictions.

As of 30 June 2022, BNP Paribas – Securities Services had €11.21 Trillion Assets under Custody, 38.3 Million Transactions Settled, 9 199 Funds under Administration and 10 556 Employees.

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