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Responsible Entity
Independent oversight for registered investment schemes
Whether you’re a global or Australian investment manager, working with listed or unlisted assets, with wholesale or retail investors, the 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.
Why work with us?
Compliance expertise
Cost effective
Independent
Corporate strength
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 320 staff in Australia and over 130 years of trustee experience. It has more than $1.2 trillion assets under administration (as at Dec 2023).
Stay up-to-date
ASIC has made it clear they will undertake deep and wide performance and risk surveillance particularly in relation to “greenwashing”. Our panel of PCT experts, together with Minter Ellison Partner, Michael Lawson, discuss ASIC's do's and don'ts and what they mean for managed funds.
ASIC’s Do’s & Don’ts: Advertising & Marketing Financial Products | Perpetual
Case studies
Australia – a well established and growing economy
We talked to Greg Fendler, Managing Director of Intermediate Capital Group (ICG), about the Australian market and how he brought a well-established alternative asset management strategy to Australian investors.
Services provided: Responsible Entity, Custody
Experience & Reputation: Why Qualitas chose to partner with Perpetual
Qualitas an Australian real estate financier and investment manager. With funds under management of approximately AU$2 billion, Qualitas has been a long-standing client of 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
Case Study: ICG - Laying the foundations | Perpetual Corporate Trust
Why Qualitas chose to partner with Perpetual
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.
Economics and markets
Exchanged traded management funds offer a solution to the net tangible asset discount
As at April 2021, 81% of closed ended exchange products were trading at a discount to NTA on the ASX. This article looks at different approaches that managers take to resolve prolonged discounts to NTA within their exchange traded products.
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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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.