Download brochure

Learn more about how our know how can work for you.

Tax compliance

The complexities of managing your fund’s tax reporting requirements across multiple jurisdictions each with their own tax laws and investor tax reporting requirements can be a challenge. Investor tax reporting for funds is a very demanding and constantly evolving area. It is important to ensure your funds are compliant from an investor tax reporting perspective. We understand the complexities and tax compliance requirements across multiple jurisdictions.

We provide;

  • Assistance with the review of fund structures to determine the Financial Institution and tax classification under FATCA.
  • A Responsible Officer or Point of Contact for the registration process.
  • Assistance with the implementation of procedures.
  • Establish the FATCA/CRS status of each new account holder, collating and storing documentation, and review of residence or citizenship.
  • Provide reporting and audit trails along with due diligence assistance and support.

We know how and we want
to know you.

So wherever you are
we’re ready to listen.

Our people expertly combine their know how with an ability to know you. Get in touch and give us an opportunity to get to know you and your needs better.

Get in touch