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Investor Services

We're one of the world’s leading providers of fund administration by assets under administration (AuA).​

Our services have been developed specifically for investors, including funds of funds, institutional investors and family offices. We provide the tools, transparency and reporting you need to manage complex and diversified portfolios of funds and managed accounts. ​

This allows you to focus on the lucrative work of analysing and selecting funds, rather than the often-onerous task of administration and reporting.​

Our investor services offering includes:​

  •  Collecting and maintaining investor records​
  •  Completing rigorous Know Your Client and anti-money laundering checks on investors​
  •  Preparing and distributing dynamic investor statement reports​
  •  Calculating incentive fees via an automated online platform​
  •  Answering investors' queries.

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Vistra’s 2030 report is the fund and corporate service industry’s leading research series, one that examines changing client demands and how the industry itself is adapting. Our current edition incorporates survey responses from over 600 professionals, 20 in-depth interviews with industry leaders, and data and trends from nine previous reports.
Following the most turbulent period in recent memory, Vistra surveyed over 600 professionals and conducted 20 in-depth interviews to better understand the challenges today’s global businesses and investors face. The result is the tenth Vistra 2030 report. Simon Filmer, who heads Vistra’s company formation sector, calls the latest report “our most comprehensive look yet at how and why businesses, investment firms, regulators and the industry itself are adjusting to a new kind of globalisation.”
DAC7 is an EU directive that requires digital platform operators to report certain information about the sellers that use their platforms. EU member states recently transposed the directive into law, and platform operators must file their first reports by 31 January 2024. While the first report must be filed in 2024, platform operators have been required to collect related data since 1 January 2023, placing both the platform operators and their reportable sellers at potential risk now.
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