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When is the right time to consider fund administration outsourcing?
by Janice Schopper, PEF Services Fund managers may choose to outsource fund administration at any time, but the following indicators may help pinpoint a more urgent need: Investors demand transparency. Recent scandals cause investors to demand third party involvement...
read moreIRS Weighs In On Investor Privacy
by Beth Manzi, PEF Services In February 2012, the IRS issued a revenue procedure regarding the electronic delivery of Schedule K-1 and/or personal information and provides specific standards for an "effective delivery" of a K-1 schedule. These include prior...
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