I have been working in the financial services industry for nearly six years. I began my career in a private family office where I studied for my ICSA qualification and looked after a small portfolio of approximately 30 private and offshore companies using a paper-based administration system.
I moved to Octopus Investments,where we have a portfolio of 13 AIM listed Venture Capitalist Trusts and approximately 600 private companies, including LLPs and LPs. We use a web-based system supplied by the ICSA Blueprint OneWorld to ensure that all the statutory compliance is carried out in an efficient and timely manner. The system is flexible and produces reminders, which is important with so many companies. The option to e-file statutory documents has reduced our carbon footprint and the reports that can be generated using the information on our database has been invaluable, not just for the Company Secretarial team but other departments including Finance and Compliance.
The diverse group of companies has required me to have an understanding of the listing rules and other technical areas such as corporate restructurings, mergers and cancellation of share premium accounts.
I have been able to use the knowledge I gained while studying for my qualification and also have a copy of the ICSA Company Secretary’s Handbook on my desk, which has been a very helpful reference tool for me.
My qualification and supporting aids stand me in good stead to face the day-to day challenges of my role.
Fiona Otika ACIS