Solution introduction

Your trusted excess reportable income (ERI) data source

The ORF solution alleviates the pain of gathering hard-to-find data from disparate sources, providing you with information tailored to your needs, and backed by the best fund coverage in the market

ORF provides clients with access to accurate, trusted and up-to-date data on complex investment vehicles, for timely submission of HMRC tax forms. It  transforms the time-consuming, labour-intensive task of identifying funds, determining tax liabilities and reporting for foreign investments and offshore income gains.

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