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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?

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.


How does it work?

  • 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 Benefits

  • 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 


Key functionality

Let's talk about how we can help your business
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