Investment Compliance

Compliance with both individual client guidelines and legal investment regulations represents an increasingly important requirement in investment reporting. Transparency is particularly important when derivatives are involved but also with respect to fees.
Complementa supports investors through the examination and reporting on:

  • Investment guideline constraint checks with/without fund look-through
  • BVV2 report
  • Derivative reporting

For further information please contact:

Oliver Gmünder
Head of Sales
+41 44 368 30 87
[protected link]