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 over the life of the investment.
HOW IT WORKS
-
We create and approve full KYC profiles on your investments as part of Investment Due Diligence.
-
Screen the shareholders and co-investors within your portfolio and keep the information up to date.
-
Banks and service providers requests to your portfolio can rely on us and test our records through our platform.
-
All queries are handled by our helpdesk on your behalf.
-
So, you and your investments can focus on building value rather than chasing KYC.
SIMPLE PRICING
Our pricing is a subscription and is based on the number of investment vehicles/profiles.
• A client with ~50 profiles will be charged £17 per profile per month |
• A client with ~200 profiles will be charged £15 per profile per month |
• A client with 200+ profiles will be charged £12 per profile per month |
|
|
|
Plus a one-off £100 charge when your profile is shared with a unique counterparty |
OUR EXPERIENCE 2020
Investor countries
Pension Plans
Universities
WANT TO SEE MORE?
Book a demo with one of our experienced team.
