Overview

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

We guide our clients through the complexities of highly regulated areas

Corporate trustees require specialist advisers familiar with these highly regulated and complex areas, and with the issues that concern corporate trustees having regard to the relevant regulations, the expectations of the Financial Markets Authority (the financial markets regulator and issuer of relevant licenses) and any fiduciary responsibilities.

We have acted for corporate trustees for more than three decades

We have acted for corporate trustees across all areas of their involvement for more than three decades.  We are well placed to provide the specialist advice required by corporate trustees.

We understand all aspects of the corporate trustee's role and have worked on appointments including:

  • Simple managed investment schemes

  • Corporate debt issues (secured, unsecured, subordinated, listed)

  • Security trustee and escrow agent roles

  • Complex asset-backed securitisation structures.

We have also advised the Corporate Trustees Association - the industry representative body for corporate trustees.

Experience

Experience

Work highlights

Work highlights

Trustees Executors, New Zealand Guardian Trust and Covenant Trustee Services

We have advised Trustees Executors, New Zealand Guardian Trust and Covenant Trustee Services on the establishment and administration of a number of managed investment schemes, including NZX-listed schemes.

Public Trust

We advised Public Trust on secured bond issues (wholesale and retail) by Goodman Property Trust.

New Zealand Guardian Trust

We advised New Zealand Guardian Trust on the issue of subordinated convertible notes by Precinct Properties New Zealand.

Covenant trustees

We advised Covenant trustee on the management internalisation and subsequent corporation of Goodman Property Trust. 

Corporate trustees

We have advised corporate trustees on internal bank residential mortgage backed securitisation structures totalling more than NZ$15b.

Global bond programme

We advised the security trustee in a €5b global covered bond programme for a registered bank.

Our team

Our team