Investor Passport
Pre-populated.
Internationally compliant. Verified.
Entrust answering incoming KYC and Tax
information with our expert team.
Whether you’re a GP or an LP, we handle all inquiries on your behalf.
How investor passport works:
You complete your profile
Our team will review and approve the profile
You are ready to connect your one-and-done private markets passport
Share your profile across your entire portfolio
Learn more about our Investment Passport
Change the way you handle KYC
Banks and service providers’ requests for your portfolio can rely on our approval, and our records can be tested through our trusted hub.
Investment KYC
We’ll create and approve full KYC profiles on your investments.
We screen your shareholders and co-investors.
We guide your entities through providing their KYC, handling all queries on your behalf.
Globally compliant sign off
Clients & Partners
Industry leaders already connected via our trusted hub:
Let’s connect
Fed up dealing with KYC requests?
Let our team be your firewall and act on your behalf.
Let’s talk“Working with IDR has made managing our investment-related KYC straightforward.”
The time we spend on responding to queries and requests for information has reduced significantly as IDR take care of these for us. We have kept tight control over our data and continue to limit access to sensitive KYC information
Senior Portfolio Manager | Ampega Asset Management GmbH
