Solution introduction
The Offshore Reporting Funds service provides clients with access to accurate, trusted and up-to-date data on these complex investment vehicles, for timely submission of HMRC tax forms
Offshore Reporting Funds transform the time-consuming and labour-intensive task of identifying funds and determining tax liabilities into a streamlined process
A single trusted source
- Comprehensive proprietary database of fund manager contact details (including niche hedge funds)
- On many fund managers’ distribution lists for additions and updates
- Historic fund data
- Data available in reference spreadsheet format and CSV and XML import files
- Bespoke service tailored to client requirements providing the exact data required on specific fund universes
- Diverse client base including wealth management companies, private banks and outsourcers
- The service is competitively priced and not restricted to CGiX clients
