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

01

Investor onboarding and due diligence support

02

Subscription and redemption processing

03

Capital call and distribution processing

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Investor record maintenance and updates

05

Ongoing investor communications and reporting

06

Query management and service support

OUR EXPERT ARTICLES

Active Voice Phishing Campaigns Targeting FIs

Introduction Vishing is an increasing social-engineering threat to financial institutions, with attackers impersonating trusted IT or business contacts to obtain...

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 expanded obligations for Reporting Singaporean Financial Institutions (“RSGFIs”). The amendments...

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...

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