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Agency and Trustee
Managing complexity. Protecting interests. Delivering confidence.
Perpetual’s trustee heritage, scale and financial strength make us the trusted intermediary for lenders, noteholders and investors. Our Agency and Trustee team is seen as an extension of the deal team—providing vital administration support to ensure every step of a transaction runs smoothly. Today, we manage 120+ live transactions across syndicated loans, corporate bonds and debt structures, supporting over 120 clients and 150 facility and trust participants. Our experience spans a wide range of asset classes including infrastructure, energy, commercial property, social housing, hotels, entertainment and corporate funding.
We take care of the administrative complexity and guide clients through even the most intricate transactions, giving them confidence and peace of mind to focus on their core business goals. With specialists based locally in Sydney—backed by Perpetual’s 135+ years of trustee heritage and ASX-listed strength—clients know they can always reach a trusted person who understands their transaction.
Behind the scenes client insights
SCT Logistics, Chief Financial Officer Michael Fiteni explains what they look for in an Agency and Trustee partner and why Perpetual Corporate Trust is now their first choice.
Our services
As Facility agent, PCT acts on behalf of lenders in debt financing transactions.
Our role may include:
- Confirming that all conditions precedent have been satisfied
- Managing payment and funding functions, including drawdown requests, interest and fee calculations, and the receipt and distribution of payments to financiers
- Opening and administering bank accounts
- Acting as a conduit of information between commercial parties
- Receiving, distributing, and corresponding with borrowers on reporting obligations
- Coordinating meetings between borrowers and financiers
Security trustee
- Hold and deal with the security for the benefit of the beneficiaries
- Undertake responsibilities in accordance with the finance documents.
Note trustee
- The Note Trustee is a fiduciary acting in the best interests of noteholders
- Act as the public contact point for noteholder queries, noteholder meetings and general post deal closing issues
As Paying agent, PCT maintains bank accounts on behalf of the lenders (or other parties) in accordance with the transaction documents. This role may be in conjunction with our role as Facility Agent or as a separate role.
- Issue notes
- Pay note proceeds via Austraclear
- Act in accordance with agreed transaction documentation.
Perpetual acts as an independent party, holding assets on trust for the benefit of all parties in an escrow arrangement. These services extend to:
- Mergers and acquisitions
- Project financing
- Private equity
- Capital market transactions
- Liquidations and workouts
- Court case settlements
- Intellectual property transactions
- Listed and unlisted securities
- Disburse trust monies to counterparties
- Acquire or dispose of authorised investments
- Issue loan notes
- Review and sign annual tax returns
- Draw on support facilities as required
- Appointment of investment manager
- Charitable trustee
- Bare trustee
- Parent company guarantee
- Trust administrator
Why work with us
Simplifying complexity
Fast, flexible and commercial
Expertise you can trust
Strength, scale and confidence
Simplifying complexity
We act as the central pin between borrowers and lenders—coordinating notices, documentation and communication so transactions run smoothly from start to finish. Clients value us as part of their deal team, taking the hassle out of administration so they can focus on funding and growth.
Fast, flexible and commercial
Borrowers describe us as efficient, responsive and proactive; lenders see us as professional, trustworthy and decisive. With local, on-the-ground decision-making and a practical, cost-effective approach, we execute transactions quickly—even in complex or distressed situations.
Expertise you can trust
Our people are known by name and valued for their professionalism. Based in Sydney, our specialists bring deep experience across law, accounting and institutional relationship management. Dedicated onboarding and transaction teams, supported by a segregated cash management function working with 25+ banking partners, ensure every deal is delivered with precision.
Strength, scale and confidence
Backed by Perpetual’s ASX-listed corporate strength, 135+ years of trustee heritage and best-practice compliance systems, we provide clients with the assurance of a trusted brand. The essence of the value we deliver is confidence, calm and comfort - even in the most complex financial environments.
Get in touch
Looking for an experienced agency and trustee partner? Contact our team to discuss how we can support your next transaction.
Get in touch
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Australia and New Zealand
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Americas
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Singapore
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United Kingdom
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.