Corporate Trust
Our comprehensive suite of corporate trust services is designed to streamline complex transactions, safeguard assets, and empower your organisation's growth
Collective Investment Schemes
Think mutual funds, real estate trusts, and investment growth. Now, add a layer of expert security and unwavering investor protection.
Collective Investment Schemes are any arrangement with respect to property of any description which includes money the purpose of which is to enable the person taking part in the arrangement to receive profits or income arising from the acquisition, holding, management or disposal of the property.
Whether you're a seasoned fund manager or launching your first CIS, we provide the secure and compliant framework you need to thrive.
Here's what sets us apart:
- Safeguarding Your Assets: We act as a custodian for your CIS's assets, ensuring their safety and continuity of value.
- Streamlined Operations: We handle investor subscriptions and redemptions efficiently, freeing you to manage your CIS effectively.
- Regulatory Expertise: Our deep understanding of regulations ensures your CIS operates with complete transparency and compliance.
PAC TRUSTEES has Trust assets under management of which speaks to the company’s ability to secure and ensure the value continuity of the assets.
Club/Syndicate Lending
Imagine you have a single, high-value asset, like a commercial property, and require significant capital for expansion. A traditional loan from a single lender might not be enough. This is where syndicated lending comes in.
PAC Trustees acts as a trusted intermediary, facilitating a loan agreement between you (the borrower) and a consortium of lenders. This allows you to access the capital you need while spreading the risk among multiple lenders.
Our Expertise:
- Structuring Complex Deals: We design a customised syndicated lending structure that meets the needs of all parties involved.
- Streamlined Loan Administration: Our experienced team handles all aspects of the loan process, from documentation and disbursement to repayment collections and reporting.
- Preserving Asset Value: PAC Trustees acts as a custodian for the asset, ensuring its security and optimizing its value throughout the loan term.
Bonds and Debenture
Bonds and debentures are debt instruments issued by organisations to raise capital. Investors who purchase these bonds become creditors of the issuing organisation and receive periodic interest payments (coupons) and a final repayment (principal) upon maturity.
As your bond issuance trustee, PAC Trustees acts as a neutral third party, ensuring transparency and security throughout the entire process.
Here's how we empower your capital raise:
- Streamlined Issuance Process: Our experienced team guides you through every step, from regulatory compliance to investor subscription management.
- Secure Settlement: We handle the secure collection and settlement of funds from investors.
- Efficient Bondholder Registry: PAC Trustees maintains an accurate and up-to-date record of all bondholders, ensuring timely and accurate coupon payments and redemption distributions.
- Expert Redemption Management: We manage the redemption reserve account or sinking fund responsibly, securing the funds needed to repay investors upon bond maturity.
Endownments, Charities, & Foundation
At PAC Trustees, we understand the power of philanthropy to create positive change. Whether you're establishing a charitable foundation, managing an existing endowment, or driving impactful Corporate Social Responsibility (CSR) initiatives, we offer the expertise and resources to empower your vision.
We help you:
- Foundation & Endowment Setup: Our team guides you through the process of establishing a foundation, endowment, or academic chair, ensuring it aligns with your charitable goals.
- Establish a CSR Trust Fund: Dedicate resources specifically for your CSR activities, ensuring responsible management and transparent allocation of funds.
- Expert Trust Management: We act as a trusted custodian for your charitable assets, safeguarding their security and ensuring their long-term growth.
- Investment Strategies Aligned with Mission: Our investment expertise allows us to develop strategies that generate sustainable returns while staying true to your philanthropic mission.
- Grant Distribution Management: PAC Trustees facilitates efficient and transparent grant distributions to qualified beneficiaries according to your established guidelines.
Employee Share Share Ownership Scheme (ESOS)
PAC Trustees' Employee Share Ownership Scheme (ESOS) services can help you create a win-win situation for your company and your workforce.
An ESOS is an employee benefit program that allows employees to acquire ownership of shares in the company they work for. This shared ownership fosters a sense of engagement and aligns employee goals with the company's success.
Why Choose PAC Trustees for Your ESOS?
- Expert ESOS Design & Implementation: We guide you through the entire ESOS setup process, ensuring it complies with regulations and aligns with your strategic objectives.
- Streamlined Administration: Our experienced team handles all aspects of ESOS administration, including share allocation, recordkeeping, and tax reporting.
- Employee Education & Communication: We provide clear and concise communication to your employees about the ESOS program, maximising participation and engagement.
- Enhanced Value for Employees: PAC Trustees helps ensure the ESOS delivers tangible value to your employees, motivating them to contribute to the company's success.
FAQ
A Corporate Trust is a legal arrangement where a company transfers assets to a Trustee (PAC Trustees) to hold and manage for a specific purpose. This offers several benefits:
- Security & Segregation of Assets: Safeguard assets designated for specific purposes, like employee benefit plans or loan collateral.
- Risk Management: Mitigate risks by ensuring assets are used according to the Trust agreement, protecting your company and beneficiaries.
- Enhanced Credibility: Demonstrate transparency and accountability to stakeholders by using a trusted third-party Trustee.
- Administrative Efficiency: Offload administrative burdens associated with managing complex trust structures.
We handle all aspects of Corporate Trust administration, including:
- Trust Agreement Drafting & Review: Collaborate with your legal counsel to draft and review the Trust agreement.
- Asset Custody & Management: Securely hold and manage Trust assets according to the agreement.
- Recordkeeping & Reporting: Maintain accurate records and provide regular reports on Trust activity.
- Compliance Monitoring: Ensure the Trust adheres to all legal and regulatory requirements.
- Distribution of Funds: Distribute Trust assets according to the Trust agreement and your instructions.
Contact us today! Our team of experts will discuss your specific needs and recommend the most suitable Corporate Trust solution for your business.
Private Trusts are established for the benefit of named individuals or families, while Public Trusts serve a broader public good. Private Trusts have more flexibility in their operations compared to Public Trusts with stricter regulations.
