FATCA and CRS Services
Leveraging our in-depth understanding of tax requirements in the US and other countries, we help our clients comply with relevant laws (e.g. FATCA) and global standards (e.g. CRS) aimed at preventing tax avoidance and evasion.
Our Reporting Services
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Obtaining a Global Intermediary Identification Number (GIIN) |
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Establishing investors’ tax status and conducting any necessary follow-ups |
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Reporting on accounts classified as ‘recalcitrant accounts’ or ‘undocumented accounts’ |
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Record-keeping as per regulatory provisions and reporting to the board of directors |
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Assisting with account opening procedures |
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Performing a full review of investors’ tax positions at each calendar year end |
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Reporting on all accounts deemed to be held by a US person or entity or a CRS reportable account |
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ESG Reporting Services |
Meet Our Team
Our team of high-caliber professionals possesses a diverse range of talents, with solid experience in various areas of alternative asset servicing, including fund administration, financial technology, and corporate services.
Vanessa Wang
Associate Director
News & Insights
Wealth Management in 2026: Trends Driving Fund Operations and Investor Strategies
Today, investors have moved away from passive investing. They now demand transparency, agility, and value-based investing. In 2025, ESG-bas
10/11/2025
The Role of Analytics and Reporting in Effective Portfolio Management
In portfolio management, investors expect clarity, precision, and speed. Fund managers are expected to provide both insight and results and
22/10/2025
Linnovate Partners Named as Fund Administrator of the Year at the Real Deals Sustainable Investment Awards
Linnovate Partners, a leading provider of fund servicing and technology solutions for the alternative investment industry, has been awarded
15/10/2025
