Private Participating Notes (PPNs) offer investors a flexible and efficient way to participate in the financial performance of underlying assets while managing risk. Our PPN services are designed to assist institutional asset managers in structuring, issuing and administering these bespoke financial instruments.

We provide comprehensive support across the lifecycle of Private Participating Notes, from initial structuring and regulatory compliance to ongoing management and reporting. Our team ensures that each PPN is tailored to meet the specific objectives of the issuer and investors, allowing for dynamic participation in underlying assets – whether they are equities, fixed income or alternative investments.

Our key services:

Regulatory compliance: We ensure adherence to both local and international regulatory standards, helping you navigate the complexities of compliance with confidence.

• Tax management: Our team expertly manages complex tax requirements, ensuring that all aspects are handled efficiently.
• Transparent reporting: We provide clear and comprehensive reporting for both issuers and investors, fostering transparency and trust.

Our services include ensuring compliance with local and international regulatory standards, managing complex tax requirements and providing transparent reporting for both issuers and investors. With our expertise in PPNs, we help streamline the administrative burden, giving you the confidence to focus on your core investment strategies. We enable efficient structuring and administration of Private Participating Notes, offering both flexibility and security for investors looking for tailored investment solutions.

Partner with us to navigate the intricacies of Private Participating Notes with ease and confidence.

Contact us today to learn how we can support your investment goals!