Trustee company

A trustee company is a legal entity that acts as a fiduciary, agent or trustee on behalf of a person or business for the purpose of administration, management and the eventual transfer of assets to a beneficial party.

Trustee companies provide independent trustee services and can undertake the following activities:

  • Producing offer documents
  • Overseeing investment decisions
  • Adhering to legislative and regulatory requirements
  • Custody services
  • Management of external service providers
  • Scheme administration
  • Fund and unit accounting
  • Registry services.