Tag: fund administration

CRS 2.0 is forcing fund administrators to rethink how they manage tax reporting, as the move towards more frequent filings leaves less room for...

Zeidler Group has turned its attention to one of the most significant shifts in UK retail fund disclosure in years, using the latest episode...

The introduction of CRS 2.0 is changing more than the amount of information fund administrators need to report. It is also changing what clients...

For investment managers operating across multiple jurisdictions, FATCA and CRS reporting is rarely as straightforward as simply delegating the work to a fund administrator....

For financial institutions worldwide, FATCA and CRS reporting season has become less a compliance milestone and more an annual confrontation with the same unresolved...

More than a decade since FATCA and CRS were first introduced, fund administrators have become the operational backbone of investor tax compliance across global...

Private capital and investment managers may have FATCA and CRS firmly on their radar, but a closer look at day-to-day operations tells a more...

Expanding into Latin America remains a strategic priority for many global asset managers, particularly those seeking to diversify their institutional investor base. One globally recognised...

For years, offshore jurisdictions like the Cayman Islands, the British Virgin Islands (BVI), and Luxembourg were synonymous with speed, privacy, and tax efficiency. These structures...

Ocorian has entered into a partnership with Fenergo, a leading provider of AI-powered CLM solutions, to enhance its digital compliance infrastructure and streamline client...