Transparency Reporting
Expert assistance with Annex IV, Form PF, and Form CPO-PQR.
For many investment managers, advisers and CPOs, transparency reporting is a considerable challenge and strain on resource, with some larger firms even required to submit multiple returns each year. We make transparency reporting easier by combining smart tools with expert guidance.
Committed to providing clear communication, long-lasting value and a reliable service.
Our approach to transparency reporting is designed to ease the pressure, using smart technology and proactive support to keep things simple and stress-free. This not only improves accuracy, but it also helps to reduce the workload of your compliance team, helping you to keep your businesses ahead of changing rules so reports are clear, compliant, and ready when needed.
By staying ahead of regulatory changes, we help clients stay focused on what matters most, confident that their reporting is in safe hands.
Our services
Gathering data accurately and efficiently, and from multiple sources, is a process that we have mastered. We will then process it, taking only the parts which are relevant to the regulation in question.
Our advanced reporting tools lead to greater efficiency with fewer errors, meaning a more timely and accurate reporting cycle.
Our meticulous review and validation of your reports ensure that they meet the highest standards and regulatory expectations.
We provide back-ups for all submitted returns, ensuring a clear audit trail.
Why work with us?
Meeting your transparency reporting requirements can be a considerable challenge due to their complexity and time consumption. Our team can help ease reduce the strain and keep you on top of your reporting requirements.
Ahead of the curve
The regulatory landscape is constantly evolving. Our team stay informed of regulatory updates, ensuring that your reports will meet the latest regulatory standards.
Jurisdictional reporting
Our experienced team know the regulatory environment inside and out. We can accommodate your UK, US, and EU reporting requirements as required.
Relationship-led approach
We get to know your business and understand your team, helping us to work through and process your data appropriately for the reporting requirements.
There when you need us
You'll benefit from a dedicated support team that are focused on your priorities. Whether submitting once, or multiple times a year, our experts will work to your deadlines, acting in a responsive and efficient manner.