Deloitte’s fund and real estate compliance professionals bring an international, collaborative perspective to cross-border, multi asset-class investment reporting. We can help you master the requirements in a multi-jurisdictional environment adhering to SEC, DOL, IOSCO, UCITS, AIFM, and other regulatory guidelines.
The global investment management industry faces rigorous fund compliance, reporting, and transparency requirements. Within the cross-border distribution arena, mutual funds must cope with laws, rules, and regulations at the regional and country levels. To comply with complex mandates, private equity and real estate fund managers and asset servicers are turning to technology to calculate tax exposure and withholdings, prepare and validate investor tax reports, and manage compliance obligations.