How we can support you

Streamlined onboarding for today

  • LP selects a fund in coordination with the respective management firm
  • A welcome and initial onboarding package is sent to LPs via MaxComplyTM
  • External counsel reviews subscription documents through MaxComplyTM
  • IQ-EQ teams are automatically engaged for reviews based on investor responses
  • Investor onboarding is completed with DocuSign integration for executing contracts
  • Salesforce integrates automatically
  • The IQ-EQ AML team conducts ongoing reviews based on the investor risk rating

Automated onboarding in future

  • Bespoke automatic reporting and KPI tracking is provided
  • A single dashboard allows LPs to track all their investments
  • Instant messaging and online chat are available for LPs to facilitate communication and tracking
  • The MaxComplyTM wizard guides the onboarding process, automatically tailoring questionnaires in real-time
  • Mobile apps are available for phones and tablets
  • Facial recognition and recording are used for identification
  • MaxComply's Al-based image recognition analyses document photos for automated form completion
  • One-click requests are available for LP fund transfers
  • Automated workflows and checklists support the IQ-EQ tax team and external counsel
  • Side letter redlines are tracked and stored in MaxComplyTM

This document is provided for information purposes only and does not constitute legal, tax, investment, regulatory, accounting or other professional advice. For more information on the legal and regulatory status of IQ-EQ companies please visit www.iqeq.com/legal-and-compliance.