Blue Background 4.jpeg

Managed Services

Managed by our Subject Matter Experts, we offer a fully functional back office facility established within a highly secure environment.  Our process driven Managed Service facility supports document collection, digitization, complex structure setup, entity record and issue management, as well as a range of end of year reporting needs. 

  • Would you benefit from having a dedicated team monitoring and maintaining your tax and reporting documentation ensuring the compliance of your data?

  • Are you a Private Equity firm or Fund Administrator that is spending too much time training your staff, obtaining and validating tax forms, calculating withholding rates and maintaining complex structures?

  • Do you spend too much time, effort and money on regulatory reporting?

How does it work?

Based in a secure location, the services are managed through our U.K. offices and our experienced team reduce the burden of information and tax reporting. We provide weekly and other on-demand reports so the client is always aware of their compliance position.

Key Benefits

  • Continual maintenance & monitoring of the compliance position

  • Remove the burden of repetitive tasks

  • Access to highly trained staff who keep up to date with regulatory changes 

  • Adherence to detailed, agreed upon, processes & procedures

  • Reduction of overhead from a time and cost perspective


  •  Ease of year end reporting

Key Functionalities

  • Form digitisation: full suite of IRS Forms W-8, W-9 and Self-Certifications input into system

  • Form validation: issue identification & management

  • Form maintenance: constant monitoring for changes in circumstances, expiration, etc

  • Structure configuration: create and connect accounts building tiers of ownership 

  • Capital commitment transaction inputs inclusive of share/carry/custom allocation methodologies and transfers of interest

  • Generate tax withholding reports 1042-S and 8805

  • Generate human readable tax informational Form 8966-FATCA and CRS reports as well as their equivalents 

Let's talk about how we can help your business

About Us

Comply Exchange has been created to give businesses and individuals the support they need to comply with the ever increasing regulatory tax burdens.

To see how our services can help your business, to have an informal discussion or to see how our products work, schedule a demo today. Or contact us today to find out more.


About Us



Contact Us



Terms & Conditions