| Investors Advice may include: - the proper rights of holders,
- the proper construction of Trust Deeds and terms and Conditions,
- the duties of Trustees to the investors,
- approaches to issuers and Trustees, and
- formation of informal and formal investor committees
Advisers Few advisers have expertise in the trustee function and practice. David can provide this with his experience and knowledge of trustee practice and trust documentation. Whether advising a Trustee, an Investor or an Issuer this may include: - understanding the needs of your client,
- understanding the proper role of the Trustee,
- anticipating reaction of the Trustee to any proposals or application for exercise of discretion,
- the preparation of any such proposal or application,
- the proper construction and application of trust documentation,
- constructive comments on proposed documentation, and
- convening meetings of investors
Trustee David has a unique depth and range of experience gained over 30 years. His assistance could include: - advising on the handling of complex transactions,
- handling such matters on behalf of the Trustee,
- working with your staff in the handling of complex matters,
- advice on the proper duties and obligations of the Trustee,
- advice on the selection of experts and advisers,
- assist in the interpretation and application of advice received,
- help in the handling of Issuers and Investors,
- providing additional staff resource,
- staff training,
- systems and procedures, and
- avoidance of risk
Issuer If you are an issuer, David can assist in: - advising on the role of the trustee,
- how a trustee should be approached for consents or the exercise of trustee discretions,
- the terms upon which such discretions may be granted,
- the non-financial terms of a new issue,
- the proper construction of the terms of an existing issue and their application to any contemplated transaction,
- dealings with investors and their advisers, and
- the preparation of proposals and the convening of meetings.
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