Expert oversight for sukuk, bond programs, and public issuances with investor protections and transparent administration.
We act as an independent, professional trustee and custodian for corporate transactions, providing robust controls, clear reporting, and impartial administration to protect stakeholders and support deal execution.
Key services
• Syndicated Lending Arrangements — Trustee services for lender coordination, security enforcement, and Contract monitoring.
• Custodial Services — Secure custody of assets with strict segregation and reconciliation controls.
• Escrow Administration — Neutral escrow management for M&A, project finance, and structured transactions.
• Transaction Monitoring — Monitoring of investor rights in capital market issuances, payment waterfalls, and event escalation procedures.
Process flow
1. Engagement and scope — Define trustee duties, reporting cadence, and service levels.
2. Documentation review — Confirm security structures, covenants, and payment mechanics.
3. Operational setup — Establish accounts, custody arrangements, and communication protocols.
4. Active administration — Monitor compliance, manage distributions, and report to stakeholders.
FAQs
• Why use an independent trustee for syndicated loans?
An independent trustee ensures impartial enforcement of security and consistent communication among lenders.
• How do you secure custodial assets?
We use segregated accounts, third‑party custodians where appropriate, and regular reconciliations.
• Can you act as escrow agent for cross‑border deals?
Yes; we coordinate with local counsel and custodians to meet jurisdictional requirements.
• What reporting do lenders receive?
Lenders receive covenant testing reports, payment statements, and event notifications per the agreed schedule.