Alternative Investment Solutions

  • Home
  • Alternative Investment Solutions
  • Services
  • Compliance, regulatory reporting and tax services
  • Compliance, Regulatory Reporting and Tax Support

    Man with briefcaseAs a leading service provider to alternative investment managers, we'll help support your tax, regulatory reporting, compliance and audit requirements.

    Experienced with virtually every type of product, our reputation is built on relationships that deliver strong support and sound advice from our leading management team.

    We interact daily with prime brokers, custodians, audit firms, law firms, technology providers, and most importantly – you – our clients. From Form PF filing and AIFMD support to FATCA compliance and beyond, our service model is designed to support you, so you can focus on investment management.

    • Portfolio strategy compliance
    • IPLA guideline reporting
    • Regulatory compliance, reporting and filing
    • Form PF/Annex IV
    • Legal and regulatory updates
    • Consulting on tax treatment of unique security or transaction types