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Mike Gray

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Email: ****y@nzfunds.co.nz
Location: New Zealand
Current employer:
NZ Funds
Current title:
Principal - Senior Counsel (Legal, Tax, Governance, Client Solutions)
Last updated: 22/05/2023 01:43 AM
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About

Mike Gray is from New Zealand. Mike is currently Principal - Senior Counsel (Legal, Tax, Governance, Client Solutions) at NZ Funds, located in Auckland, New Zealand. In Mike's previous role as a Tax and Treasury Manager at Feltex Carpets, Mike worked in until May 2002. Prior to joining Feltex Carpets, Mike was a Senior Tax Manager at KPMG Enterprise New Zealand and held the position of Senior Tax Manager. Prior to that, Mike was a Tax Manager - Financial Services at KPMG in Ireland from Mar 1996 to Apr 1999. Mike started working as Senior Tax Manager at KPMG Enterprise New Zealand in Jan 1995. From Jan 1993 to Dec 1994, Mike was Tax Manager at KPMG Enterprise New Zealand.

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Mike Gray's current jobs
Company: NZ Funds
Title: Principal - Senior Counsel (Legal, Tax, Governance, Client Solutions)
Period: Jan 2008 - Present (17 years, 11 months)
Location: Auckland, New Zealand

NZ Funds was founded in 1988 to manage money for New Zealanders and their families. It provides wealth management services to individuals, families, trusts and charitable entities and is one of New Zealand’s larger privately owned wealth management firms. Responsibilities: Lead the legal and tax functions for the company. Own all external legal relationships and regulatory relationships. Ensure compliance with legal tax obligations. Provide legal advice to the company on new investment opportunities. Key Achievements: Co-led the company’s two year transition from the Securities Act regime to the Financial Markets Conduct Act (FMCA) regime, including interactions with key internal stakeholders (up to and including board and shareholder levels), liaison with the Financial Markets Authority through the licensing process, drafting the licensing application and managing cross disciplinary teams (8) within the organisation to ensure a successful transition. Led the company’s involvement as a named plaintiff in US litigation, resulting in clients receiving a settlement in excess of US$1 million. Designed the legal framework for a new high net wealth offer, working with the investment and marketing teams to bring to market a service targeting high net wealth individuals and families with documentation that clearly described the features of the new offering, while also addressing the key legal requirements. Provided legal and commercial analysis on potential acquisition target as a part of a due diligence team, enabling the business to make an informed decision regarding the acquisition of the potential target. Designed the company’s response to the introduction of the FATCA and CRS international tax information sharing regimes, enabling the business to meet its reporting obligations on time and with minimal business interruption and client dissatisfaction.

Mike Gray's past jobs
Company: Feltex Carpets
Title: Tax and Treasury Manager
Period: May 2001 - May 2002 (1 year)
Company: KPMG Enterprise New Zealand
Title: Senior Tax Manager
Period: Oct 1999 - May 2001 (1 year, 7 months)
Company: KPMG in Ireland
Title: Tax Manager - Financial Services
Period: Mar 1996 - Apr 1999 (3 years, 1 month)
Company: KPMG Enterprise New Zealand
Title: Senior Tax Manager
Period: Jan 1995 - Mar 1996 (1 year, 2 months)
Company: KPMG Enterprise New Zealand
Title: Tax Manager
Period: Jan 1993 - Dec 1994 (1 year, 11 months)
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