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

Vistra’s 2030 report is the fund and corporate service industry’s leading research series, one that examines changing client demands and how the industry itself is adapting. Our current edition incorporates survey responses from over 600 professionals, 20 in-depth interviews with industry leaders, and data and trends from nine previous reports.
Following the most turbulent period in recent memory, Vistra surveyed over 600 professionals and conducted 20 in-depth interviews to better understand the challenges today’s global businesses and investors face. The result is the tenth Vistra 2030 report. Simon Filmer, who heads Vistra’s company formation sector, calls the latest report “our most comprehensive look yet at how and why businesses, investment firms, regulators and the industry itself are adjusting to a new kind of globalisation.”
DAC7 is an EU directive that requires digital platform operators to report certain information about the sellers that use their platforms. EU member states recently transposed the directive into law, and platform operators must file their first reports by 31 January 2024. While the first report must be filed in 2024, platform operators have been required to collect related data since 1 January 2023, placing both the platform operators and their reportable sellers at potential risk now.
White

Contact Us

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