Puritas are proud to feature in this year’s: Jersey ~ First for Finance (12th Edition) 2020-2021:
We have outlined how we have adapted to working under Covid with quality as a priority, having recently acquired ISO 9001 accreditation.
We also expand on how we have focused on our clients business needs, developing solutions across a range of specialised requirements:
* KYC, CDD & AML
* Risk Management
* On-Boarding for individuals and Corporate
* Entity Data Management – 360 Degree View of the Client
* FATCA and CRS
* Share Register and Dealing
* Investor Portal
* Document Management
To view the full article visit JERSEY FIRST FOR FINANCE
Fund administration has always been detail-intensive, but the pressure on fund administrators today is higher than ever. Changing regulatory requirements, growing client expectations for transparency, the demand for faster and more accurate reporting, and the push to run leaner operations have all put technology front and centre of fund administration.
Puritas considers client administration challenges involved when onboarding new investors It’s interesting to think how easily three letter acronyms (TLAs) enter our lives and become commonplace. And to reflect on what we feel upon hearing them.
Experience underlines the challenges associated with large-scale data migration projects. When so much can go wrong, it’s therefore all the more satisfying to highlight occasions when things go right.