Operations Updates: February 2025

ISSUE
#02
February 28, 2025

Improved Investor Communications

We have upgraded our investor communications, where you’ll receive detailed, precise updates on capital management and reporting—giving you tools for smarter decision-making.

We have also launched new Advisor Notifications: When an investor receives a report, advisors are instantly alerted—empowering proactive support and timely insights.

Distribution Network Expansion to Benefit GPs

We have recently enhanced our Distribution Partner operating model, and with this new foundation in place, we will be able to more actively grow our distribution network reaching new investor bases for our GPs.

Experience Enhanced Capability With Our Platform

Our platform is designed to be compliant with insurance wrappers providers by integrating comprehensive risk controls and automated compliance checks. Multiple teams can have access to monitor the investments, including custody teams and, if preferred, the beneficial owner of the wrapper.

Enhanced PRIIP KID Automation and Accessibility

The PRIIP KID process is being enhanced through a new partnership with a leading European FinTech firm. This initiative will automate and digitise document creation, making them available in 24 languages. By integrating this solution, regulatory reporting for GPs' investors will be significantly improved, ensuring greater efficiency, accuracy, and compliance across jurisdictions.

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