A PRIVATE MANAGED SERVICE ACROSS YOUR INVESTMENT PORTFOLIO
GREATER PRIVACY: NO HASSLE
Are you asked for KYC constantly from your portfolio?
How up to date is the KYC on your investment structures?
OUR SOLUTION
COMPLETE
- We approve you and your investment structures once then handle all KYC enquiries from your portfolio anywhere in the world.
- You control your private profile on our platform and can update it any time.
TRUSTED
- Your portfolio CFOs can focus on building great businesses rather than chasing for KYC when working with new vendors.
- Investments, Banks, Administrators and Lawyers can all rely on our approval.
SIMPLE
- Our pricing is clear and transparent at £15 per profile per month over the life of the investment.
HOW IT WORKS
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We create and approve full KYC profiles on your investments as part of Investment Due Diligence.
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Screen the shareholders and co-investors within your portfolio and keep the information up to date.
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Banks and service providers requests to your portfolio can rely on us and test our records through our platform.
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All queries are handled by our helpdesk on your behalf.
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So, you and your investments can focus on building value rather than chasing KYC.
OUR EXPERIENCE 2020
Investor countries
Pension Plans
Universities
WANT TO SEE MORE?
Book a demo with one of our experienced team.
