We have dedicated CRS and FATCA workgroups who have developed a full suite of services – from advisory to the analysis and classification, registration, collection, validation and remediation of CRS and FATCA due diligence for new and existing investors, as well as reporting

Our CRS and FATCA services are offered across investment entities including:

  • traditional funds
  • collective investment funds
  • segregated portfolios
  • hedge funds
  • pension funds
  • multimanager funds
  • trusts
  • partnerships
  • nominees
  • corporate structures
  • private equity and real estate funds

The services can be provided at a product, fund, trust, company and investor level.


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