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Agency and trustee
Perpetual’s trustee heritage, size and financial strength makes it the ideal ‘trusted intermediary’ for clients requiring a range of agency and escrow services.
For clients seeking a partner to act as escrow, facility or paying agent, Perpetual provides the reassurance of a long history, process efficiency and industry expertise.
Behind the scenes client insights
SCT Logistics, Chief Financial Officer Michael Fiteni explains what they look for in an Agency and Trustee partner and why Perpetual Corporate Trust is now their first choice.
Our services
As Facility Agent, Perpetual acts on behalf of the lenders in debt financing transactions.
This service may include:
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Confirming condition precedents have been met
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Payment and funding functions including draw down requests; calculating rates and amounts payable; receiving interest payments/fees and distributing to the financier.
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Open and administer bank accounts
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Receive, distribute and correspond with the borrowers on reporting obligations
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Co-ordinate meetings between the borrower and the financiers
Security trustee
- Hold and deal with the security for the benefit of the beneficiaries
- Undertake responsibilities in accordance with the finance documents.
Note trustee
- The Note Trustee is a fiduciary acting in the best interests of noteholders
- Act as the public contact point for noteholder queries, noteholder meetings and general post deal closing issues
As Paying Agent, Perpetual maintains bank accounts on behalf of the lenders (or other parties) in accordance with the transaction documents. This role may be in conjunction with our role as Facility Agent or as a separate role.
- Issue notes
- Pay note proceeds via Austraclear
- Act in accordance with agreed transaction documentation.
Perpetual acts as an independent party, holding assets on trust for the benefit of all parties in an escrow arrangement. These services extend to:
- Mergers and acquisitions
- Project financing
- Private equity
- Capital market transactions
- Liquidations and workouts
- Court case settlements
- Intellectual property transactions
- Listed and unlisted securities
- Disburse trust monies to counterparties
- Acquire or dispose of authorised investments
- Issue loan notes
- Review and sign annual tax returns
- Draw on support facilities as required
- Appointment of investment manager
- Charitable trustee
- Bare trustee
- Parent company guarantee
- Trust administrator
Perpetual’s range of services can make debt financing and business sales more efficient and effective for all parties.
Partnership
Scale and strength
Trusted and independent
Partnership
Perpetual understands the importance of business relationships – working side by side with clients to understand their needs and deliver to their requirements.
Scale and strength
With more than $1 trillion in assets under administration (as at July 2022), Perpetual Corporate Trust brings scale and strength to the service of its clients. Perpetual is the market leader in corporate trustee services and is an ASX listed company with 138 years of fiduciary heritage.
Trusted and independent
Perpetual’s trustee heritage makes it the ideal partner for businesses seeking a trusted, independent partner to facilitate transactions, make payments and hold assets.
Looking for more information?
If you’re looking for help to launch or manage an unregistered investment scheme or holding structure, Perpetual’s experts can help you do it quickly, efficiently and effectively. Complete the form below and we'll be in touch.
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Australia and New Zealand
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Americas
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United Kingdom
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Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.