Shareholder Services

Through our Cayman subsidiary, OpHedge provides traditional shareholder services. In conjunction with our middle and back office services, these provide a complete outsourcing solution for our clients. Core shareholder services include:

• Preparation and filing of returns to regulatory bodies and stock exchanges
• Collaboration with a fund’s tax advisors for K-1 tax reporting
• Registrar and transfer agency functions
• Fulfillment of Anti-Money Laundering and “Know Your Customer” requirements