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.
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 Association (as the industry regulator and licensor) and any fiduciary responsibilities.
We have acted for corporate trustees across all areas of their involvement for more than three decades and our experts are well placed to provide the specialist advice required by corporate trustees . We understand all aspects of the corporate trustee's role and have assisted with appointments ranging from simple managed investment schemes, to corporate debt issues (secured, unsecured, subordinated), to security trustee and escrow agent roles and complex asset-backed securitisation structures. We have also advised the Corporate Trustees Association (the industry representative body for corporate trustees).
Experience
Sector / Expertise
Work highlights
Advising 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
Advising Public Trust
on secured bond issues (wholesale and retail) by Goodman Property Trust
Advising New Zealand Guardian Trust
on the issue of subordinated convertible notes by Precinct Properties New Zealand
Advising trustee companies
on internal bank residential mortgage backed securitisation structures totalling more than NZ$15b
Advising the security trustee
in a €5b global covered bond programme for a registered bank
Advising trustee companies
on various mortgage and motor vehicle receivables securitisation structures
Our team
Jan Etwell
Partner, Christchurch
Jan leads the Christchurch banking and financial services team. She has particular expertise in regulatory compliance including…
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