Investment Funds & Regulated Firms
Reporting that satisfies regulators, boards and investors alike.
Fund vehicles and regulated investment firms answer to more than one audience. Our work is planned around the reporting calendar so that statutory, regulatory and investor deadlines are met without a year-end scramble.
Speak with our teamWhat we are asked about
- Overlapping statutory, regulatory and investor reporting deadlines.
- Valuation and disclosure questions that need to be settled early.
- Governance and internal control expectations for regulated entities.
- Directors who need the numbers explained before they sign.
How we help
- Statutory audit planned around the regulatory reporting calendar.
- Preparation of financial statements and supporting schedules.
- Accounting and management reporting for managers and holding entities.
- Corporate secretarial support and board reporting packs.
Services most used in this sector
Audit & Assurance
Statutory and special-purpose audits performed to International Standards, with findings explained clearly to directors and shareholders.
Accounting & Outsourcing
Bookkeeping, management accounts, statutory financial statements and payroll, run by a dedicated team so your obligations are met on time.
Advisory & HR
Practical business advisory alongside HR and performance-management design, from policies and incentive schemes to search and selection.
Let's discuss how EPW can support you.
Tell us what you are working on. We will tell you plainly whether we can help, who would lead the work and what it would involve.