Our team of tax experts help reduce our clients’ compliance burden with multi-jurisdictional FATCA-CRS reporting as well as W-Forms execution. We support your tax reporting needs through the entire fund lifecycle.
Download our Tax brochureGlobal tax services
Classification
We will classify your entities under FATCA and CRS.
Registration
We will register your reporting funds for a US GIIN and act as the Responsible Officer.
Maintenance
W-Form and CRS validation and maintenance.
Reporting
All necessary reporting to the relevant tax authorities on your behalf and always on schedule. You can keep track in real time via our interactive dashboard.
Inbound FATCA-CRS
As part of our FATCA-CRS offering, our team will handle all queries to your funds on your behalf.
Our managed service offering can help your team with:
Clients & Partners
Industry leaders already connected via our trusted hub:
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
