Registry forms a core part of our fund administration services and is for financial services providers who want an advanced integrated solution for their scheme administration.
We pride ourselves on offering flexible and scalable registry solutions that meet regulatory obligations and remove processing burden. This enables our clients to focus on their core business offering with the peace of mind that their fund administration and members are our our top priority.
With our investment in digital technology, we are giving our clients access to powerful digital tools and data insights that help them deliver seamless multi-channel member experiences.
We are trusted to handle the registry services for many of New Zealand's largest financial institutions including fund managers, banks, superannuation and KiwiSaver providers. Our services are often white-labelled and using KiwiSaver as an example, we hold over 20% of New Zealanders’ member accounts.
Select from a range of comprehensive registry solutions that enable you to plug and play your way and meet the evolving needs of your business and its investors
Maintenance of investor accounts and all transaction processing. Supported by our digital and integration capability providing automation and straight through processing
Maintenance and calculation of investor tax details to ensure PIE tax obligations are met. Filing of tax returns and making payment on our clients' behalf
Getting the right information to our clients' investors at the right time. We manage distribution of communication in numerous ways from email, post, to online via our investor portal
We provide high quality compliance support to ensure all our services meet our clients' regulatory requirements
The creation and access to a range of reporting including regulatory and compliance reports, a suite of investor and fund reports, service level standards and monitoring reports
New Zealand’s financial services providers need the ability to quickly access, interpret and share data securely, in real-time for greater investor experiences. We are delivering this capability every day via our TE Connect technology.
Embracing innovation and technology is at the core of how Trustees Executors is redefining the financial services value chain.
Our digital service offering and new technologies harness valuable investor and market data, strengthen digital strategies and help our clients pursue their own innovation agendas.
Our clients and their customers can now monitor transactions in real-time from their devices, enabling them to understand what is happening, how the market is performing and how their investments are tracking.
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.