Safeguard your transactions with efficient communication and effective decision-making

Debt transactions are complex and multi-jurisdictional, creating challenges around regulatory compliance, document management and investor communication. Issuers and investors face risks from delayed approvals, unclear processes and potential conflicts of interest.

As bond/note trustee, we act as an independent fiduciary on behalf of investors during debt issuance, creating a reliable bridge between issuers and bondholders. We help issuers meet contractual obligations such as covenant compliance, timely payments and accurate reporting, and hold security on behalf of bondholders. In the event of default, we coordinate enforcement actions and protect bondholder rights.

Bondholders often face challenges in managing approvals and maintaining transparency during debt transactions, especially when changes or decisions arise during the life of the bond. As bond/noteholder representative, we focus on advocacy and consent management for bondholders. We coordinate approvals for amendments, waivers or restructurings, and facilitate communication between bondholders and issuers.

With deep expertise in structured finance and robust systems for efficient consent management and reporting, we support you with smooth communication, rapid turnaround on approvals and impartial representation, reducing administrative burden and safeguarding bondholder rights.

Cross-border transactions in Latin America often involve complex legal frameworks, regulatory hurdles and operational risks. Our fiduciary services in Latin America are centred around creating and administering trust structures—known locally as fideicomisos—to manage assets securely and transparently. These trusts can hold collateral for financing, oversee cash flows, manage real estate projects and safeguard estates or securities.

We provide expertise in structuring and managing guarantee trusts, escrow accounts and project finance trusts, maintaining compliance with local regulations and reducing your administrative burden throughout the lifecycle of the trust.

Secured cross-border transactions must adhere to strict and complex compliance requirements. Without a dedicated security trustee, parties risk delays, unclear enforcement processes and exposure to regulatory breaches.

As security trustee, we act as an independent party that centralises collateral management for lenders or noteholders. Under the security deed or trust agreement, we safeguard assets such as shares, real estate and receivables, maintaining them in accordance with transaction terms. Our services include monitoring security, processing releases or substitutions and enforcing rights in case of default.

Share trustee arrangements are common in structured finance, joint ventures and cross-border transactions where confidentiality, regulatory compliance and deal security are critical. Appointing a professional trustee reduces the risk of delays, mismanagement and exposure to compliance breaches.

As a share trustee, we act as an independent party holding the legal titles to shares on behalf of beneficial owners, as specified in the declaration of trust. We provide support to confirm that voting rights, dividend flows and share transfers are executed according to the trust deed, creating impartial oversight and safeguarding the interests of all parties involved.