TRUSTEES
Our Clients rely on us to offer only first-class trust services that suit their short- and long-term needs. With professional expertise we offer services that provide innovative Trust and legal structures that is backed by the exceptional resources we provide.
Our services are tailor made to ensure that our clients achieve their objectives. We play a key role in Capital Market, Corporate, Public and Private Trust transactions, protecting the interests of Lenders, Borrowers, Investors, and beneficiaries. In addition to these, we also specialize in major transactions, charged with protecting the interests of Lenders and Investors, keeping custody of Assets, Documents, Rights, Fhares, Funds and other holdings in financial transactions. Our services includes Secured and unsecured note issuances, Bond Trusteeship, Corporate Trust, Private Trust and Estate Planning. We are responsible for the proper management of all property and other assets owned by the trust for the benefit of a beneficiary.
Our specific duties are unique to the agreement of the trust and are dictated by the type of assets being held in trust. We are also required to financially manage and oversee accounts within a trust when it is made up of other investments, like equities in a brokerage account. As a firm that prioritizes integrity and due diligence, we have general guidelines and responsibilities, regardless of the specificity of the trust agreement.
Secured And Unsecured Notes Issuances
We perform a wide range of services related to Secured and unsecured notes issuances for our clients. Our primary function is in managing the investment portfolios within the trusts of our clients.
Services
- Monitoring, Governance and review of all aspects of transactions.
- We can also act as the Agent, managing all covenant testing on behalf of investors
- We take care of the distribution of information from issuers to noteholders
- Securitisation and Structured financings
- Medium Term Notes Programmes
- Loan Participation Notes
- Private Placements
Bond Trusteeship
As bond trustees, we’re dedicated to looking after the long-term interests of bond holders. Our bespoke bond trustee solutions are designed to help you seamlessly manage your transactions. Our presence as a trustee helps to promote investor’s confidence and ensures transparency and accountability to the issuer.
Solutions
- We protect the interest of our bond holders
- We offer high yield and emerging markets bonds.
- We offer Convertible and equity linked bonds.
- We Check all documentation to ensure that investors are protected.
Corporate Trust
We are a market-leading provider of trustee and agency services to the capital markets, with a focus on conventional and structured debt, project finance and specialized services. Our offering also includes loan agency, exchange and restructuring services, and ongoing administration of special purpose vehicles.
We act as trustees to companies seeking financing from banks or the public. We draw up and perfect the necessary security documentation and provide other oversight functions of ensuring compliance to trust deeds and default handling.
We can also provide assistance with both the issuance and administration of corporate debt. We distribute the interest payments from the corporation to the bondholders and ensure that the issuer is adhering to the covenants of the bond agreement.
Services
- Protecting the interest of Bondholders by preparing Trust Deeds.
- Payment of Bondholders Principal & Interest entitlements.
- Representing Bondholdersʼ interest.
- Exercising discretionary powers in the interest of Bondholders.
- Authorizing waivers and modifications as they deem fit.
- Giving periodic Reports to the Issuer and Regulators [SEC & NSE].
Private Trust
We offer private trust services to our clients with a focus on professional wealth management, wealth preservation..
We ensure that your Trust funds accumulated over a lifetime are not divided up amongst your beneficiaries after you have passed on but are retained as one fund to accumulate more wealth. Funds will have provision for payment to members of the family as the need arises while preserving some funds to continue growing. Working with our team will ensure that you avoid probate processes and the expenses related to it. Existence of a trust protects your assets from creditors, unscrupulous business partners, immature family members or untrustworthy executors after you pass on.
Services include:
- Will trusteeship
- Executorship,
- Administration of estates,
- Child education trust,
- General estate planning
Estate Planning
We offer a range of Estate Planning products and services designed to assist in making effective and enduring estate planning arrangements to families.
Our products and services rendered include confidential, stress free and cost effective estate planning and assets disposition arrangements that protect our clients and their families from undue publicity, rancor, family disputes and delays that are characteristic of poorly planned estates.
Our services help clients plan their estate to ensure a successful and seamless transfer of assets to future generations. This traverse the whole gamut of asset acquisition; asset management and asset transfer and it is structured using various estate planning tools such as Wills and Living Trusts.
Services
- Valuation,
- Dispersion,
- Re-titling of assets,
- Payment of debts, and expenses,
- Estate tax return preparation,
- Drawing up a will,
- Setting up a trust,
- Establishing a holding company.
