Enjoy peace of mind and reduce information demands to your
investors with our expert FATCA-CRS full service
Responsible office
W-Form validation and maintenance
Inbound tax queries managed service;
Throughout the fund life cycle
Global tax services
Classification
We will classify your entities under FATCA and CRS.
Registration
We will register your reporting funds for a US GIIN and act as the Responsible Officer.
Maintenance
W-Form and CRS validation and maintenance.
Reporting
All necessary reporting to the relevant tax authorities on your behalf and always on schedule. You can keep track, live and in real time throughout our interactive dashboard.
Inbound FATCA-CRS
As part of our FATCA-CRS offering, our team will handle all queries to your funds on your behalf.
Managed services, our team can assist:
A Better Investor Experience
Raise bigger funds faster
Clients & Partners
Industry leaders already connected via our trusted hub:
You don’t have to take our word for it. This is what our clients say:
IDR is nothing short of revolution for the investor onboarding process in the private funds market.
Jason Ment
Partner | Stepstone
