For the benefit of investors

— We are a Licensed Financial Markets Supervisor

Corporate Trustee Services

Established in 1972 our Corporate Trustee Services division now has one of the largest professional teams in the business. We have established ourselves as a market leader for supervisor and trustee services of corporate financial market participants. 

We are licensed under the Financial Markets Supervisors Act 2011 to act as a Licensed Supervisor and are responsible for supervising over NZ$100 billion in investor funds
iStock 119839035

— We are a Licensed Financial Markets Supervisor

Our important role in ensuring well-regulated financial markets

Our role as independent supervisor, is to provide oversight of organisations seeking funds from the public.

A supervisor works within the requirements of various legislation and the documents governing the offer, such as a trust deed.

We actively monitor that the issuer/manager/operator of a supervised entity is performing their duties and obligations in accordance with the trust deed, offer documents and the legislation.

We act in the best interests of investors and aim to deliver a superior client centric and always evolving supervision model, with pragmatic regulatory leadership that protects the interests of investors and provides value add service to our clients.

We remain independent which means we can make unbiased and impartial decisions for the benefit of investors.

You can expect us to:

  • Help you comply with relevant financial markets obligations
  • Share insights into compliance, risk and operational best practice
  • Discharge our supervisory responsibilities effectively and efficiently
  • Deliver a high level of service and commitment to you

We take pride in being the “subject matter expert” and a trusted adviser/partner to our clients’ business.

The Corporate Trustee Services (CTS) division is separated from the rest of Trustees Executors’ business through governance and operational independence and has its own independent Board of Directors.

Meet the CTS Directors

Who we work with

The quality of our client portfolio reflects the strong reputation we have in the market and includes some of New Zealand’s leading fund managers, financial institutions, companies, banks and iwi.

We act as an independent licensed supervisor and corporate trustee for a wide range of securities and schemes from the following sectors:

  • Managed Investment Schemes
    Such as KiwiSaver, Managed Funds and Superannuation Schemes
  • Non-Bank Deposit Takers
    Which includes Finance Companies, Credit Unions and Building Societies
  • Debt Issuers
    This includes Corporate Notes and Bonds (Listed) & Wholesale Issuers such as Local Councils
  • Retirement Villages
    Supervising Retirement Village Operators
  • Asset Securitisations
    Including Asset Trustee, Security Trustee and Custodian
  • Custodial Services
    Including Employee Share Schemes and Escrow Services
iStock 690364002

What you can expect from us

We pride ourselves on our values and collaborative culture, robust and effective communication, sound governance and the relationships we build with our clients and regulators - as well as our transparency and openness with the market.

We see our role as “Going beyond Compliance” and seek to understand your business, ambitions and work alongside you as a trusted partner and adviser.

A Dedicated Team

We assign an experienced team to each of our clients to ensure they have a dedicated point of contact and access to our services.

Members of our Supervision team have significant financial services experience gained from working in both domestic and international financial institutions. This experience is invaluable in delivering first class supervision to our clients.

Key to our success is the delivery of expert advice, supervision and services that go beyond simply meeting the needs of our trusted clients. Our aim is to deliver a high quality and value-added service to our clients and their business.

iStock 851902626 v2