Fund Tax & Regulatory Reporting

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You focus on optimising your investments as we deliver best-in-class tax and regulatory reporting.

Given increasingly complex reporting obligations in the fund investment field and in a fast-changing tax landscape, having the full knowledge and expertise to adhere to changing international fiscal regulations is crucial for your business to succeed.

In our model, you focus on optimising investment objectives as we deliver best-in-class tax and regulatory reporting through the combination of people, process and technology.

ZEDRA’s in-house international tax and compliance specialists work with you to protect your interests and the ones of your stakeholders.

Our services include:

  • Compliance reporting: FATCA and CRS
  • AIFMD reporting
  • Registration with local Tax Authority
  • Filing of annual corporate tax returns
  • VAT declarations
  • Calculation of provisions and payment of subscription tax to local authorities
  • Withholding tax declarations on dividends
  • Withholding tax declarations on shares in profits

Our Funds Team

1 of 1
Cayman Islands
Managing Director
San Francisco
Head of Funds, Americas
Jersey, Channel Islands
Director, Deputy Head of Funds
Ohio
Managing Director, Gryphon part of ZEDRA
Group
Head of Commercial – Funds
Charlotte
Managing Director
Luxembourg
Managing Director, Head of Luxembourg
Jersey, Channel Islands
Director, Head of Funds
Singapore
Head of Fund Services
Cayman Islands
Executive Director – Legal Counsel
Luxembourg
Director, Head of Fund Operations