Expertise

Trustee corporations

Overview

Trustee corporations are specialist entities that operate in highly regulated areas of the financial markets and in the complex area of structured finance, including securitisations.

Trustee corporations require specialist advisers familiar with these highly regulated and complex areas, and with the issues that concern trustee corporations having regard to the relevant regulations, the expectations of the Financial Markets Association (as the industry regulator and licensor) and any fiduciary responsibilities.

We have acted for trustee corporations across all areas of their involvement for more than three decades and our experts are well placed to provide the specialist advice required by trustee corporations.  We understand all aspects of the trustee corporation's role and have assisted with appointments ranging from simple managed investment schemes, to corporate debt issues (secured, unsecured, subordinated), to complex residential mortgage-backed securitisation structures, to advising the Trustee Corporations Association (the industry representative body for trustee corporations) and, recently, to amending governing documents to become compliant with the Financial Markets Conduct Act 2013.


Experience


Work highlights

Advising Trustees Executors

on the establishment and administration of the range of Fisher Funds unit trusts

Advising Public Trust

on secured bonds issues (wholesale and retail) by Goodman Property Trust

Advising New Zealand Guardian Trust

on the issue of senior secured fixed rate bonds by Precinct Properties New Zealand

Advising New Zealand Permanent Trustees

on the establishment and administration of a NZ$300m asset-backed securitisation structure

Advising Trustees Executors

on its involvement as shareholder of the manager of the Fonterra Shareholders' Fund

Advising New Zealand Guardian Trust Company

on BT Unit Trusts
more

Our team

Jan Etwell

Jan Etwell

Partner, Christchurch

Jan specialises in banking and finance, commercial and company law. Her experience includes acting as instructing solicitor...

  • DDI +64 3 371 3514
  • M +64 21 655 604

Email

Paul Farrugia

Paul Farrugia

Partner, Auckland

Paul specialises in banking and finance and has a broad range of experience in domestic and cross-border financings with an emphasis on...

  • DDI +64 9 358 7042
  • M +64 21 763 476

Email