Image

Securitisation / CLO Trustee

When financial organisations create securities from loans and other income-producing assets which are sold to investors, it becomes imperative to protect their own investors’ interests. ​

At Vistra, we provide third-party independent services to the original lender of loans, securitisation of SPVs/trusts, and credit rating agencies' investors involved in these structured financing arrangements. ​

By acting as trustee in securitisation transactions, we play a critical part in helping protect your investors’ interests by performing a variety of roles, including monitoring compliance around securitisation of the trust.​

At Vistra, we can play a protective role  in the management of collateralised loan obligations (CLOs), monitoring covenants to identify early stages of default, communicating with investors, and coordinating with external legal counsel to enforce security or any other legal action. ​

We also act as an independent agency overseeing the entire default management process and distribute the proceeds if any assets are sold.  ​

Read More

BVI companies may be used for many reasons, including as special purpose, operational or transactional vehicles, and there may come a time when the company is no longer needed.
In August 2023, the US Securities and Exchange Commission adopted new rules and amended others to enhance the regulation of private fund advisers. According to the SEC, the changes are “designed to protect private fund investors by increasing transparency, competition and efficiency in the private funds market.”
Any organisation that conducts cross-border transactions may at some point need to engage a process agent.
White

Contact Us

We go to the ends of the earth for you
  • 5,000 Professionals
  • 85+ Offices
  • 45+ Jurisdictions
See all locations