We have been acting as a trusted fiduciary for our clients since our establishment in 1994 and we have first-hand experience of all manner of corporate and personal transactions.
Escrow and security services are used when there is a need for a trusted neutral party (the ‘escrow agent’ or ‘security trustee’) to hold assets or protect interests of the other parties. This reduces counter-party risk and provides assurances to all parties that the terms of an agreement will be honoured. Typically, the service is used during mergers and acquisitions, as part of capital raising arrangements or during asset sales/leasebacks. In these circumstances, Fiduchi will receive assets under the terms of an escrow agreement, keep these assets safe and then release them once the terms and conditions of the agreement have been met.
The situations in which a security trustee or escrow agent is required to act can range from the simple ‘proof of funds’ deposit account to very bespoke detailed arrangements. Our expertise allows us to offer a wide range of services in this area. Common examples would be:
Fiduchi was approached by a UK corporate that had an existing bond listed on the Frankfurt Stock Exchange. In order to make this bond more attractive to potential investors, the company decided to securitise it against the value of its book debts; creating a charge in favour of all present and future holders of the bond.
In order to protect the interests of the bond holders, Fiduchi was appointed as security trustee with the obligation (should it ever become necessary) to enforce the security in favour of the bondholders as per the terms set out in the security agreement and the bond instrument.
In this way, the company has created a clear and marketable benefit to its bondholders – evidencing that they can rely on a trusted fiduciary in a well-regarded jurisdiction to uphold their rights.
Web enabled, 24/7 access to all plan information for company stakeholders
Information updated in real-time
Ability to view and filter all participants
Access to suite of pre arranged, Business Intelligence reporting
Complete management oversight and control for company
Ability to create and schedule your own reporting
"Fiduchi's Online Share Plan Administration portal, has saved time, money and paper, and [it] allows us to become more efficient in the managing of our employees share awards. It's really fantastic what an impact this platform has made."
Micheal S
Head of People - Tech startup company.
Onboarding of your data to our online platform is easy regardless if you choose a fully-managed or self-service in-house solution. By making the switch to our platform, you can upgrade from having to manage your share plan data on complicated spreadsheets. Plus, to make the process as simple as possible, our experts will assist you every step of the way and we also provide helpful guides.
For businesses who opt for our fully managed solution, our platform is able to deal with each business’s unique requirements. When it comes to dealing with exact legal and regulatory issues, our platform will be able to automatically determine the actions required for each award or vesting, specific to the country in which the company operates. Therefore minimising the risks and allowing full compliance from a legal and regulatory position.
Our platform uses the highest standards to protect the valuable data and assets we hold on behalf of our clients. Our platform provider has a team of in-house cyber security and IT professionals to protect our system and carry out security audits, due diligence, penetration testing and to oversee potential threats. They are fully regulated, accredited and certified by a range of statutory and non-statutory bodies including the US Department of Commerce’s Privacy Shield.
Our platform can be branded to match your company’s own brand, therefore becoming a professional extension of your employee benefits. You can set role-based access and let your employees and shareholders log into their own online branded share platform anytime, anywhere and see exactly what shares they have and how much they are worth. They can also easily accept grants, exercise options, calculate potential pay-outs and more.
Our experienced Private Client and Family Office teams are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.
Our experienced Corporate team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.
Our experienced Funds team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.
Our experienced team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.
Our experienced employee services team are here to answer any questions you may have regarding all types of employee incentive requirements. With a wealth of knowledge and expertise, they will be able to assist in finding the best solution to achieve your business needs.
