Fund Tax & Regulatory Reporting

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 Solutions Team

Wim Ritz

Global Head of Funds

Damien Fitzgerald

Head of Funds, Guernsey

Mark Cleary

Funds Client Director, Jersey

Charles–Alexandre Houillon

Director, Luxembourg

Kelvin Sng

Head of Fund Services, Singapore

David van Duynhoven

Managing Director, Cayman

Andy Cunningham

Head of Funds, Jersey