KYC, ESG, FATCA: How Quest helps fund managers navigate a sea of regulation

In an increasingly regulated financial environment, fund managers have to deal with a proliferation of standards and regulations: KYC (Know Your Customer), FATCA (Foreign Account Tax Compliance Act), ESG (Environmental, Social and Governance criteria)… Far from being mere obligations, these requirements represent a real operational and strategic challenge. This is where Quest comes in with a high-performance digital respons.                                                                                                                                       1. Constantly evolving regulations Standards such as FATCA, CRS and ESG obligations are gradually imposing themselves on fund managers, whether they work in private equity, impact funds or traditional assets. Added to this is growing pressure from investors for greater transparency.                        2. Practical consequences for fund managers – Increased administrative tasks – Risk of non-compliance and sanctions – More complex reporting to regulators and investors                                                 3. Quest, an ally in automating and securing compliance With its integrated CRM module, Quest centralizes customer data, historizes exchanges and efficiently manages KYC, FATCA and ESG aspects.    Key features:                                                                                                                                                                                               KYC, PEP, FATCA and ESG                                                                                                                                                                  management Reporting compliant with ILPA and Invest Europe                                                                                  standards Secure portal for investors (LPs)                                                                                                                       Performance indicators by shareholder (TVPI, DPI, RVPI…)                                                                                                  4. Save time and boost confidence By digitizing compliance monitoring, Quest enables teams to concentrate on analysis and performance, while guaranteeing full traceability.                                                        Regulations need no longer be an obstacle. With Quest, turn your obligations into a competitive advantage.                                                                                                                                                                                                        To find out more, click here: www.innosoft.fr/logiciel-private-equity-quest