Investor Services

We provide end-to-end investor servicing solutions that support the entire investor lifecycle, from onboarding through to ongoing account management. Our capabilities include investor due diligence, subscription and redemption processing, capital calls and distributions, and ongoing investor communications. ​

With a strong focus on accuracy, responsiveness, and consistency, we help deliver a smooth and transparent investor experience. Our processes are designed to support operational efficiency while ensuring adherence to regulatory and compliance requirements. 

Our Investor services Covers

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Investor onboarding and due diligence support

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Subscription and redemption processing

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Capital call and distribution processing

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Investor record maintenance and updates

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Ongoing investor communications and reporting

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Query management and service support

OUR EXPERT ARTICLES

Overview of Amendments to the Common Reporting Standard

Introduction The Inland Revenue Authority of Singapore (“IRAS”) has published updated guidance on amendments to the Common Reporting Standard (“CRS”), introducing...

Risk-Proportionate Source of Wealth Establishment

Monetary Authority of Singapore (“MAS”) has recently published a circular for Financial Institutions (“FIs”) with the objective of streamlining their Source of Wealth (“SOW”) establishment processes to reduce unnecessary burden...

Regulatory Update: Navigating the MAS 2026 AI Risk Management Guidelines

The financial landscape in Singapore continues to evolve as AI becomes deeply integrated into the operational core of Financial Institutions (FIs). However, the sophistication of AI models introduces systemic risks...

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