Alliance partners

Waystone has partnered with IDR to provide trusted investor onboarding and compliance support

We offer a trusted pre-approved client onboarding service including:

  • Subscription – Shrink your subscription booklets with our digital securities law questionnaire
  • KYC – A digital one-and-done approval to the highest common international standards
  • Tax – A complete managed solution across all of your investment jurisdictions;

 

Managers and investors seeking high-quality fund governance overwhelmingly turn to Waystone when they want to achieve industry-wide sound practices.

IDR is an obvious single sign-off solution for international investors and we are proud to provide oversight and governance support.

Reach out

How can we help you?

James Kattan

Director, Waystone

Contact James

Tim Andrews

Founder of IDR

Contact Tim
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Partner with us & offer investors a seamless experience

We support the entire onboarding workflow across subscription, internationally compliant KYC, tax and MLRO services. Our hub is efficient, private and easy to use for investors while fund managers can control their whole onboarding process in one place and pre-approve investors across all of their investment strategies.

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