Bespoke
Unlike standard market data vendors which offer a wide but often incomplete range of offshore funds data, we will work specifically to find the fund information you need. This means your firm can get exact fund information you’re looking for your excess reportable income (ERI) reporting, without needing to rely on several different feeds. By tailoring our efforts to your specific needs, we can help ensure the completeness of the dataset you receive. We will also conduct primary research on your unique fund universe and compare numerous sources, obtaining original source documentation from issuers and fund managers, to ensure we get things right.
Comprehensive
Our database is regularly updated and includes historical data, meaning you have access to unparalleled coverage and unbeatable accuracy. Thanks to our numerous direct contacts, we can reach out for clarification from issuers, fund managers and HMRC alike when required to ensure all our data is up-to-date and verified. With over 25 years of experience in the financial services industry, our analysts can source the information you need – whether that’s offshore funds, bonds, equities or investment trusts.
Rigorous
At Raw Knowledge, employ a four-eye check every step of the way – from consuming the original data to transforming it into a firm’s required format – and ensure that each piece is stringently validated before we provide it to a client. If you’re one of our ERI clients, your data will not only be validated but also provided in accordance with HMRC requirements, making reporting your clients’ tax liabilities easier.
Transparent
We’re confident in the quality of our data provision, so we will happily provide raw data at the request of any of our clients. With full data transparency, you can have peace of mind that if your clients were to question a figure, you can trace the information all the way back. This means your operational costs and risk are reduced. Our team is also always on hand to provide support and guidance for any additional queries or requests you may have, whether online or on the phone, meaning every piece of information you require is accounted for.
