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Trustee Services

When you access the capital markets, you need a partner to help manage the details and regulatory requirements. As a corporate trustee, we can help your organization benefit from the bond markets.

a BOK Financial professional explaining escrow services to a couple of individual customers.

Rest assured, knowing your complex financial transactions are in experienced hands. Our services include:

  • Monitoring issuer compliance with bond covenants.
  • Disbursement of bond proceeds during construction periods.
  • Investment of bond proceeds as directed by issuers.
  • Collection of periodic debt service payments.

There are many reasons why you might need to replace your current trustee either pre- or post-default. As a successor trustee, we strive to work with bondholders and issuers to find the best solutions for your specific situation.

Whether or not your bond issue requires a trustee, we can act as paying agent and registrar with carefully defined duties, including:

  • Collection of periodic debt service payments.
  • Maintaining accurate bondholder records.
  • Registering bonds when they are issued.
  • Transferring bonds to new owners.

How it Works: Bond Trustee

When your bond issuer appoints us trustee, we monitor the terms of a bond indenture. We process the bond's interest and principal payments, and protect interests in case of a default. As trustee, we handle the registration, transfer and payment of the bonds.

Interested in Learning More?