With five decades of experience, we have established one of the largest Corporate Trustee teams in the business. This has allowed us to set the standard for excellence by providing second-to-none customer service, and become the market leader for supervisor and trustee services of corporate financial market participants.
Trustees Corporate Supervision is part of Trustees Executors and operates separately with an independent board.
Our team of experienced professionals provide oversight for organisations seeking funds from retail investors. As supervisors, we provide a watchful eye over the supervised entity to ensure they perform their duties and obligations within requirements set by legislation and the documents governing their offer, such as the trust deed.
Being independent, we are unbiased in our approach, providing reliable advice and impartial decisions that benefit investors.
We're one of New Zealand's most trusted firms, with clients ranging from major fund managers to financial institutions, corporates, banks, and iwi.
Our team is committed to providing the highest level of service. We act as an independent, professionally licensed supervisor and corporate trustee for a diverse range of securities and schemes in various sectors including:
KiwiSaver, Managed Funds and
Finance Companies, Credit Unions and Building Societies
Corporate Notes and Bonds (Listed) & Wholesale Issuers including Local Councils
Retirement Villages Supervising Retirement Village Operators - statutory supervisor (resident interest)
Asset Trustee, Security Trustee
Employee Share Schemes and Escrow Services
Our five year licence was renewed on 17 January 2023 and expires on 16 January 2028.
Details of our Supervisor Licence can be found on the Financial Markets Authority website or you can view a copy of our licence below.
Since the mid-1990s Trustees Executors has also been a proud member of the Corporate Trustees Association (CTA). The CTA is the industry body representing New Zealand’s licensed Trustee Corporations which have a unique role in maintaining investor confidence in New Zealand’s financial markets.
We are licensed under the Financial Markets Supervisors Act 2011 to act as a Licensed Supervisor and are responsible for supervising over NZ$130 billion in investor funds.
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
We provide a full range of financial and trust solutions to individuals, families and the corporate sector, including estate planning, trustee and investment advisory services.
We are a Licensed Financial Markets Supervisor and a leading provider of specialist Corporate Trustee and back-office fund administration services to some of New Zealand’s largest financial institutions, banks and fund managers.
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