Highlights of our bond trustee services
We take care of our bond holder clients by:
- Acting as a single point of contact for issuers on behalf of lenders, and for investors
- Providing investor reporting to the lending group as needed
- Handling the production and completion of waiver and approval requests for voting
- Ensuring compliance with the underlying covenants for each transaction
- Reviewing and agreeing the terms of the transaction
- Checking all documentation to ensure that investors are protected
Note trustee services
Our note trustee services feature the same comprehensive range of services that we provide as bond trustees, but for private placements:
- We provide monitoring, governance and review of all aspects of transactions
- We can also act as the Agent, managing all covenant testing on behalf of investors
- We take care of the distribution of information from issuers to noteholders