Megan Potter, CooperAitken

• fine-tuning and evolvement of the firm’s Trust Administration and Company Administration Services, now equipped with strict review processes to ensure all transactions and duties are fulfilled;
• moving the trust and company’s database to a cloud-based software and developed written processes for all tasks to ensure efficient practices;    
• initiating sharing of AML information between local professional peers and developing a sort of an internal compliance hub for the firm; and     
• research, preparation, and implementation of a review process for the firm’s trusts, in anticipation of the Trusts Act 2019 coming into effect in 2021.

Potter has also been recognised as NZ Lawyer Rising Star 2020.