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 Product

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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