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
Sector / Expertise
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
Our team
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
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