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International Compliance Software Solutions

G2 offers two international compliance software solutions:
  • German Tax Module: Powerful Compliance Software from Advent and G2

  • UCITS Compliance Reporting Program

German Tax Module
To demonstrate compliance with the German Investment Tax Act, the German Tax Module provides accurate reporting of Income (by share class), Equity Gain (as % of NAV), Interim Profit (per share), Allocation Ratios (equity, real estate) and Withholding Tax (by jurisdiction).

This module organizes data from Geneva®, Advent's portfolio management solution, and presents the relevant information in packaged reports.

G2 worked very closely with Advent, a valued business partner, to create this module.

G2 UCITS Compliance Reporting Program
With an offering comprised of key compliance reports, G2 helps alternative investment firms confidently participate in-line with the Undertakings for Collective Investment in Transferable Securities (UCITS) Directives. Our UCITS software provides reporting functions necessary for any fund to accurately generate Disclosure Summary, Rights Issues, Takeovers & Mergers. Our reports summarize compliance with UCITS regulations, including the 5/10/40 Rule (concentration constraints).

Our software solution helps firms address all of their risk reporting requirements. This is G2’s first software solution specific to regulations of the European Union.