Investor Passport
One Approval. Inbound KYC
Requests. Sorted. Simple
Entrust answering incoming KYC and Tax
information with our expert team.
Whether you’re a fund or an investor we approve you
once then handle all inquiries on your behalf.
Take Back Control!
How managed services works:
You complete your profile
Our team will review and approve the profile
You are ready to connect your one-and-done private markets passport
Share your profile across your entire portfolio
Learn more about our Investment Passport
Change the way you handle KYC. Banks and service provider’s requests to your portfolio can rely on our approval and test our records through our trusted hub.
Investment KYC
We’ll create and approve full KYC profiles on your investments.
We screen your shareholders and co-investors.
We guide your portfolio through providing their KYC, handling all queries on your behalf.
We approve profiles on our hub in line with the highest common international standards.
A Better Investor Experience
Raise bigger funds faster
Clients & Partners
Industry leaders already connected via our trusted hub:
Let’s connect
Fed up dealing with KYC requests?
Let our team be your firewall and act on your behalf.
Let’s talk Download our brochure“Working with IDR has made managing our investment-related KYC straightforward.”
The time we spend on responding to queries and requests for information has reduced significantly as IDR take care of these for us. We have kept tight control over our data and continue to limit access to sensitive KYC information
Senior Portfolio Manager | Ampega Asset Management GmbH
