How we work with you

If you're thinking about using a corporate trustee, get in touch with us early so you can utilise our experience from the outset. We can help you assess options, identify potential issues, and make key decisions that can save you time and money later.

We will work in partnership with you - you'll have a senior client service manager who will work closely with you, providing advice and quick responses. You'll also have access to technical support from the wider Public Trust network, if needed.

We will work with you to understand your business, and then help you set up your venture with a sound foundation, by providing you with guidance on structures and documentation.

Once your venture is launched, we will...

  • consult with you, keeping you fully informed
  • continue to be proactive
  • monitor compliance with the terms of the issue
  • meet with you regularly to review progress
  • provide feedback and suggestions to help streamline your processes and systems.

We believe the right solution is one that helps your venture succeed - because it's one of the best ways we know to protect investors' interests. We will provide you with a quality service tailored to your commercial objectives - we are committed to finding solutions to help your venture succeed.