Custody

Safe custody of assets is vital, whether you’re a global or domestic investment manager, an established lender or an innovative boutique, safe custody of assets is vital.

An independent custodian can save you money and generate value for your investors

As custodian, Perpetual Corporate Trust acts as your agent. Our role is to hold, safeguard and administer assets including cash, property, mortgages, private equity, infrastructure and debt securities. These assets are held and managed in accordance with a custody agreement and any regulatory obligations.

As custodian, we’re also obliged to act on properly authorised instructions.

 

The right custody partner can help you:

  • Secure Assets and documentation

    Secure assets and documentation efficiently and help you manage all reporting, regulatory and audit requirements

  • Outsource administration

    By outsourcing the administrative burden of custody – both physical and digital - to an expert custody officer, thus saving the costs of physical infrastructure and data management

  • Reduce regulatory costs

    Reduce or eliminate the regulatory costs by acting as a licensed custodian on your behalf

  • Safekeep assets

    Safekeep assets and provide a turn-key solution for your business

Client Case Studies

Why work with us?

  • Scale and Strength

    Perpetual is an ASX listed company with a 130-year history as a trustee company. Perpetual Corporate Trust has more than $764 billion in assets under administration (as at 30 June 2019).

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    Experience and Expertise

    Our dedicated client service professionals are highly experienced in delivering successful outcomes on complex transactions and have in-depth knowledge and insight on current and anticipated regulatory requirements.

  • Fast turnaround

    Our dedicated on-boarding team ensures speed-to-market for smooth fund launch or responding to urgent requests for document management.

  • Flexibility

    We have a flexible and commercial approach for real assets and document safekeeping.

Real Assets Custody

  • We are a market leader in the real asset custody space and currently oversee approximately $151bn (as at 30 June 2019).
  • We manage ongoing liaison with clients’ banks, maintaining over 2,600 trust bank accounts and processing around 33,000 payments per month.

Document Custody

  • We are one of the largest document custody providers to the country’s major finance institutions.
  • Our state of the art records management system allows us to be flexible in the way we receive, verify and store documentation.
  • We safeguard more than 600,000 security packets either electronically or via secure vault facilities. We verify documentation accuracy and completeness for approximately 9,000 loans per month.
  • We verify documentation accuracy and completeness for approximately 9,000 loans per month.

Access our Client Document Custody Portal


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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