Preserve your wealth and legacy to last for generations.
WHAT WE PROVIDE
Our structure is designed to exploit market opportunities that enable us provide best-in-class services to our wide array of clients.
OUR SERVICE SUITE
Private Investment Trust
We act as Trustees to Bonds and Notes issued by the Federal, State, Local Governments and Corporate institutions wherein we secure and protect the interest of the Bondholders or Noteholders and monitor Issuer activities in order to ensure compliance with the Trust Deed, the Securities and Exchange Commission Rules and the Investment and Securities Act, 2007.
We also manage Sinking Funds to generate competitive returns and ensure timely payment of coupon and principal repayments to Bondholders/Noteholders respectively whilst taking proactive steps to prevent loss of investors’ funds.
We bring our hands-on experience to bear by striving to help our clients achieve their strategic objectives through Debt Issuances in capital market transactions.
Collective Investment Schemes Trusteeship
We act as Trustees to various Collective Investment Schemes (Mutual Funds and Real Estate Investment Trusts), providing our clients with security on their investments. As Trustees, we monitor Fund Managers’ activities to ensure compliance with the Trust Deed, Prospectus and relevant regulations.
We also act on behalf of Unit holders and keep custody of the scheme’s assets. Our role as Trustee in such schemes includes undertaking Trust Services in fulfilment of Rule 110(1) of the Securities & Exchange Commission Rules issued Pursuant to the Investment & Securities Act, 2007, which provides that Trustees of Collective Investment Schemes perform prescribed functions.
Head, Institutional Trust
Head, Trust Finance