Issuer Selects You
Issuers browse the pre-approved trustee registry and choose a trustee at the time of issuance. Your profile, jurisdiction, and specialisms are visible.
Trusted oversight.
Recurring revenue.
Trust companies and licensed fiduciaries participate in CrossSecurities in two ways: act as a pre-approved trustee overseeing issuances on the platform and earn a share of the annual management fee, or introduce businesses from your client portfolio and earn referral income. Many do both.
⅔ of 1% Annual Fee
Deposit Oversight
25% Introducer Commission
White-Label Option
Role 1
Platform-Approved Trustee
Oversee issuances, manage security deposits, earn recurring fees
How the trustee role works
When a business issues CrossSecurities on the platform, they select a pre-approved trustee from the platform's registry. As trustee, you provide fiduciary oversight over the issuance — ensuring investor protections are maintained, deposits are properly held, and wind-down procedures are guaranteed.
This is not advisory work. It is structured, standardised trustee administration with clear responsibilities, documented procedures, and predictable revenue tied to the size of each issuance you oversee.
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Standardised Engagement
Platform-provided trust deed templates. Clear scope of duties. No bespoke negotiation for each deal — efficient, repeatable administration.
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Ongoing Oversight
Monitor compliance with issuance terms. Review distribution schedules. Authorise actions that require trustee consent under the trust deed.
Revenue: ⅔ of the annual management fee
Each issuance on the platform carries a 1% annual trust and administration fee charged on nominal value. As the appointed trustee, you receive two thirds of this fee — approximately 0.67% per year on the total issuance value you oversee.
This is recurring revenue for the life of each issuance. A trustee overseeing $30M in active issuances earns roughly $200,000 per year in trust fees alone — with minimal ongoing effort beyond standard fiduciary monitoring.
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~0.67% Annual Fee
Your share of the 1% trust & administration fee. Paid from issuance proceeds, not out of pocket by anyone.
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Recurring for Life of Issuance
Fees continue annually as long as the CrossSecurity is outstanding. Multi-year bond terms = multi-year revenue.
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Scales with Volume
No cap on the number of issuances you can oversee. Build a portfolio of trustee mandates across multiple issuers.
🏛️ Trustee Revenue Calculator
Estimate your annual trustee fees based on total issuance value under your oversight.
Aggregate value of all issuances you oversee
How it works: Each issuance carries a 1% annual trust & administration fee on nominal value. You receive ⅔ (~0.67%). The remaining ⅓ covers platform administration and compliance infrastructure. Fees are paid from issuance proceeds — not billed separately to clients.
Security deposit & wind-down authority
Every issuance on the platform requires a 3% security deposit, held under trustee oversight. This deposit guarantees that if an issuer defaults or the issuance needs to be wound down, there are resources available to execute an orderly process.
As trustee, lending against the security deposit and authorising wind-down procedures falls within your mandate. You protect investors while ensuring the issuer's obligations are met — a role trust companies are uniquely equipped to perform.
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3% Security Deposit
Reserved at issuance from proceeds. Held under your oversight for the life of the bond. Returned to issuer at maturity.
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Lending Authority
Wind-down procedures backed by the security deposit. Your authority to deploy reserves if the issuer breaches covenants.
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Investor Protection
Your fiduciary role gives investors confidence. Independent oversight of distributions, reserves, and covenant compliance.
Role 2
Introducer & White-Label Operator
Leverage your client relationships to generate new revenue
Your clients are our ideal issuers
Trust companies, accountants, and CPAs sit at the centre of their clients' financial lives. You see the balance sheets before anyone else. You know which businesses are ready to raise capital, restructure debt, or access new investors.
Every client conversation about growth, expansion, or liquidity is a potential introduction. You don't need to advise on securities — just connect a business with our platform and earn 25% of Sails.to's commission when the raise closes.
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Natural Deal Flow
Your existing client relationships are the pipeline. Annual reviews, board meetings, advisory calls — every touchpoint is an opportunity.
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25% Referral Commission
Introduce a business. We handle onboarding, compliance, structuring, and distribution. When the raise closes, you earn 25% of platform fees.
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No Licensing Required
You are making an introduction, not advising on securities. No additional licence needed beyond your existing trust or accountancy credentials.
Or: run your own platform
For trust companies with larger client portfolios, the white-label option lets you operate your own branded instance of the Sails.to infrastructure. You approve issuers, control the broker network, and manage the investor experience — all under your brand.
This is the same institutional-grade infrastructure available to regulated institutions, tailored for trust companies that want to offer CrossSecurities issuance as a service within their existing trust and fiduciary practice.
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Your Brand, Your Platform
Deploy under your domain and branding. Your clients see your name, your interface, your terms.
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Full Operator Control
Approve issuers, authorize trustees, manage compliance policies. You are the platform operator.
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Complete Infrastructure
Issuance engine, investor onboarding, cap table, distributions, secondary trading, custody bridge. All included.
Who can participate?
The trustee role requires licensed fiduciary status. The introducer and white-label roles are available to a broader range of professional firms. Either way, your existing client relationships are the foundation.
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Licensed Trust Companies
Chartered trust companies who can act as fiduciary trustee under applicable law. Eligible for both trustee and introducer roles.
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CPAs & Accountancy Firms
Licensed accountants, auditors, and tax advisors with business clients seeking capital. Eligible for the introducer role.
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Corporate Service Providers
Company formation agents, registered agents, and corporate administrators. You know who needs capital before they start looking.
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Family Office Administrators
Multi-family offices managing wealth for client families. Access both the trustee mandate and the introduction pipeline.
Two Revenue Streams
Combine both roles
Combine both roles
for maximum value
Trustee Fees
~0.67% annually on issuance value under your trust mandate. Recurring for the life of each bond.
Introducer Commissions
25% of Sails.to's commission on every raise you introduce. A $5M raise = ~$43,750 to you.
White-Label Revenue
Operate your own branded platform and set your own service terms. Revenue share on all activity.
Deposit Oversight
Manage the 3% security deposit for each issuance. Lending and wind-down authority within your mandate.
Platform Dashboard
Monitor all issuances under your trust. Covenant tracking, distribution schedules, compliance status — all in one place.
Client Retention
Offering capital markets access through your practice deepens client relationships and adds a new service line.
⅔
Of 1% annual trust fee
25%
Introducer commission
3%
Security deposit oversight
$0
Cost to join
Ready to add CrossSecurities to your practice?
Trust companies and fiduciaries can onboard in days. Choose the trustee role, the introducer role, or both.
Apply as Trustee