Investor Services

ALPS’ comprehensive investor services offering supports funds from many different jurisdictions and investors from all across the world. Our services include maintaining investor registers, processing capital transactions, checking investor eligibility and performing KYC and AML checks. Additionally, we monitor ERISA and Regulation D status, and also provide FATCA and CRS maintenance and reporting.

ALPS Hedge Fund Services - Investor Services
Click on the image to view the Hedge Fund Services Workflow Model

Through our investor web portal, we provide investors with access to their account statements, subscription and offering documents, marketing information, K-1s, and any other fund information the investment manager wants to share.




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