Whether you’re a global or Australian investment manager, working with listed or unlisted assets, with wholesale or retail investors, Perpetual Corporate Trust Responsible Entity team can help with all your compliance and governance needs as you launch and manage your managed investment scheme. Our Responsible Entity Services are provided independently of the manager* to ensure schemes meet their regulatory and compliance obligations, we currently act for over 90 Australian and international investment managers making our Responsible Entity team one of Australia's leading providers.
*Perpetual Corporate Trust acts as RE for the Perpetual Credit Income Listed Investment Trust.
Some of the companies we work with include Aviva Investors Pacific, Bell Potter Capital, Eley Griffiths Group, First Quadrant LP and the Intermediate Capital Group.
Case Studies
Australia – a well established and growing economy
Services provided: Responsible Entity, Custody
Experience & Reputation: Why Qualitas chose to partner with Perpetual
In this video, Kathleen Yeung Chief Financial Officer of Qualitas, shares why expertise and reputation are important when selecting a partner for listing their debt fund on the ASX.
Services provided: Responsible Entity, Custody
Why work with us?
-
Compliance expertise
Our experience, relationships and deep knowledge of the local market and its regulation mean we can help you launch your scheme on time and meet your compliance and governance responsibilities for the fund.
-
Cost effective
Our cost-effective Responsible Entity services include specialised risk management and independent oversight.
-
Independent
We have experience in dealing with complex transactions and are the leading independent provider of Responsible Entity services for listed vehicles including specialist listed financing vehicles/funds.
-
Corporate Strength
Perpetual Corporate Trust has over 180 staff in Australia and over 130 years of trustee experience. It has more than $764 billion in assets under administration (as at 30 June 2019).
ON YOUR RADAR?
Why Australia is the logical next step for your asset management business.
Australia is one of the world's biggest - and fastest growing - asset management markets. This eBook helps international asset managers make the most of this opportunity.
mFund settlement service
Perpetual is an approved issuer on the mFunds platform, giving clients access to an additional product distribution channel. For a list of funds available for investment, please click below.
Exchanged traded management funds offer a solution to the net tangible asset discount
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.
