Tax
Services
We’re FATCA-CRS experts and have you completely covered.
Let’s talk Download our brochureIf you have funds in Cayman, Luxembourg or anywhere outside of the US we’ll help you be compliant.
Once we’ve approved your KYC, that’s it. We have everything we need and our experienced team will be with you every step of the way.
Here’s how we will support you:
Classify your funds to assess whether they need to report.
Register reporting funds for a US GIIN or local tax ID.
Act as Responsible Officer or Principal Point of Contact.
Undertake investor due diligence and update investor profiles as part of our KYC service.
Report annually, wherever your funds are domiciled globally.
Keep track, live and in real-time, with access to all the data and reports you need via our interactive dashboard.
Managed service – our team can also assist with:
You don’t have to take our word for it. This is what our clients say:
IDR is nothing short of revolution for the investor onboarding process in the private funds market.
Jason Ment
Partner | Stepstone
