Linnovate provides reliable regulatory reporting services to help fund managers meet their FATCA and CRS obligations with confidence. Our team manages the full reporting process, ensuring accurate data collection, classification, and timely submissions in line with applicable regulatory requirements.
By integrating reporting into our broader fund administration framework, we reduce operational risk, support compliance, and help managers stay ahead of evolving regulatory expectations—without adding complexity to their internal teams.
Our FATCA & CRS Services
GIIN Registration and Maintenance
FATCA & CRS Account Opening Support
Investor Tax Status Classification & Follow-up
Annual Tax Status Review and Validation
Board and Regulatory Reporting Support
Recalcitrant and Undocumented Account Identification
U.S. Person and CRS Reportable Account Reporting
ESG Reporting Services
Linnovate supports fund managers with structured ESG reporting services that help meet growing investor expectations and regulatory requirements. We assist managers in collecting, organizing, and reporting ESG-related data across portfolios in a consistent, transparent, and audit-ready manner.
By integrating ESG reporting into our broader fund administration and portfolio monitoring framework, we help managers reduce manual effort, improve data quality, and deliver clear, investor-ready ESG disclosures.
Our ESG Reporting Services
ESG data collection and consolidation
ESG framework and metric support (e.g. SFDR, UN PRI, TCFD where applicable)
Portfolio-level ESG reporting
Investment and asset-level ESG metrics tracking
Investor ESG reporting and disclosures
Ongoing ESG data monitoring and updates
Documentation and audit-ready record keeping
Coordination with managers, portfolio companies, and service providers
experienced professionals
Meet Our Team
Our team of high-caliber professionals possesses a diverse range of talents, with solid experience in various areas of alternative asset servicing, including fund administration, financial technology, and corporate services.
Elevate Your Fund
Operations with Our
Hong Kong Services
Interested in learning how our fund administration services in Hong Kong can benefit your fund? Contact Linnovate Partners today to discover how we can enhance your fund’s performance, transparency, and efficiency.