IDR’s Managed KYC Lead, Louis Dodd explains.
With the increasing regulation of the private markets, these CDD requirements have grown in scope and complexity. However, the methods for managing the associated requests for information have largely remained unchanged. These outdated practices are now excessively time intensive and also raise concerns around privacy and information security due to the frequency and manner with which sensitive documents are shared.
IDR’s one-and-done Managed KYC solution addresses these problems. Our expert team gather and authenticate all relevant KYC information once, to create a digital IDR investment passport. We then share this profile centrally and securely via our trusted hub on behalf of our managed KYC clients. Done.
For more information, reach out to Louis Dodd, our Managed Services Lead, or download our brochure.
