Chen Cheng (Jolly) Lu
Calgary,AB
Summary
Accomplished Senior Legal & Compliance Manager with a proven track record at Taiwan Life Insurance Co., Ltd, specializing in corporate transactions and legal counseling.
Expert in navigating complex legal frameworks, and delivering strategic solutions.
Demonstrates exceptional negotiation skills and a commitment to resolving compliance disputes, enhancing operational efficiency.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Legal & Compliance Manager
Taiwan Life Insurance Co., Ltd
Taipei, Taiwan
08.2017 - 04.2024
- As the representative lawyer to negotiate with governmental authorities on the clauses of investment contracts in respect to BOT cases.
- Review and negotiate the contracts of private funds, solar power, and offshore wind investments, ISDA transactions, syndicated loans, as well as the mandate plan targeted by the investment departments.
- Coordinate with all investment and actuarial departments to resolve all legal and compliance disputes.
- Negotiate with the reinsurer on reinsurance disputes, with general partners of private finds on side letter conditions, and with other fundraisers on share purchase agreements as well as shareholder agreements.
Attorney-at-Law
PricewaterhouseCoopers Legal Taiwan
Taipei, Taiwan
04.2016 - 06.2017
- Handle merger & acquisition matters, including conducting due diligence, contract drafting, negotiation, as well as participating in shareholder meetings.
- Coordinate with CPAs and financial counsels to provide
comprehensively legal services for clients. - As a project consultant for banks and their overseas branches on IRA (Institutional Risk Assessment) projects.
Executive Claim Facilitator
Britannia Steamship P&I Club
Taipei, Taiwan
10.2011 - 07.2015
- Assist shipowners in preparation of claim documents, including securing required evidences for reporting to the headquater in London.
- Deal with cargo, personnel, as well as ship collision claims all over the world.
- Provide legal opinions in accordance with Taiwanese Maritime and Civil Laws for shipowners' guidance.
- Liaise with the principal in London, the foreign
correspondents worldwide, as well as the local lawyers, surveyors, governmental associations, etc for resolving maritime issues incurred from the voyages.
Legal Specialist
Chailease Finance Co., Ltd.
Taipei, Taiwan
07.2008 - 09.2009
- Draft payment orders, writs and indictment as required by the company.
- Liaise with the courts over Taiwan.
- Attend the hearings and/or arbitration on clients' behalf.
- Seize properties or salary of the debtors in order to secure the right of enforcement.
Education
L.L.M - International Commercial Law
University of Leicester
England, UK09-2011
Bachelor - Law
Soochow University
Taipei, Taiwan06-2008
Diploma - Energy Management
Southern Alberta Institute of Technology (SAIT)
Calgary, ABSkills
- Corporate transactions
- Legal analysis
- Legal counseling
- Legal drafting
- Energy management
- Energy procurement strategies
- Documentation management
Certification
- Foreign Currency Receipt and Payments of Non-Investment-Orientated Insurance Product
- Professional Insurance Representative
- Attorney-at-Law
- Outsourcing of Debt Collection
- Bank Internal Control and Audit
- Professional Trust on Business
Training
- Pre-training course for legal compliance
- The practice of ISDA for derivatives contracts
- Financial training for auditors
- Training program for outsourcing of debt collection
Languages
Chinese (Mandarin)
Native/ Bilingual
English
Professional
Spanish
Elementary
Timeline
Senior Legal & Compliance Manager
Taiwan Life Insurance Co., Ltd
08.2017 - 04.2024
Attorney-at-Law
PricewaterhouseCoopers Legal Taiwan
04.2016 - 06.2017
Executive Claim Facilitator
Britannia Steamship P&I Club
10.2011 - 07.2015
Legal Specialist
Chailease Finance Co., Ltd.
07.2008 - 09.2009
L.L.M - International Commercial Law
University of Leicester
Bachelor - Law
Soochow University
Diploma - Energy Management
Southern Alberta Institute of Technology (SAIT)