Mutual Funds & Unit Trust Schemes
ZTL is well placed to act as a Trustee in a Unit Trust Scheme and creditably act in line with the trust deed governing the scheme
The principal duty of the Trustee here is to ensure that the interest of unit – trust holders are adequately protected. We also serve as a watchdog to the Fund Manager to ensure that the fund is prudently invested and managed.
our role as trustees
In furtherance of our role as trustees in a Unit Trust Scheme arrangement, we shall undertake the following:
• Draft, review and perfect the scheme’s legal documents.
• Administration of the Trust.
• Valuation of the Secured Trust Assets and rendering advice to lenders whenever the need arises.
• Arrangement of Inter-Lenders meeting.
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