How Raw Knowledge Delivers Unrivalled ERI Data Coverage

excess reportable income; eri; offshore funds

Tailored

Unlike standard specialist financial data vendors, which offer a wide but often incomplete range of offshore funds data, we will work specifically to find the fund information you need.

This means your firm can get exact fund information you’re looking for your excess reportable income (ERI) reporting, without needing to rely on several different feeds. By tailoring our efforts to your needs, we can help ensure the completeness of the dataset you receive. We will also conduct primary research on your unique fund universe and compare numerous sources, obtaining original source documentation from issuers and fund managers to ensure we get things right.  

Comprehensive 

Our database is regularly updated and includes extensive historical data, meaning you have access to unparalleled coverage and unbeatable accuracy.

Thanks to our numerous direct contacts, we can reach out for clarification from issuers, fund managers and HMRC, if needed, to ensure all our data is up-to-date and verified. With over 25 years of experience in the financial services industry, our data team have the domain knowledge needed to source and validate the information you rely on for tax reporting.

Rigorous 

At Raw Knowledge, employ a four-eye check every step of the way – from consuming the original data to transforming it into a firm’s required format – and ensure that each piece is stringently validated before we provide it to a client. If you’re one of our ERI Data clients, your offshore funds data be validated and provided in accordance with HMRC requirements, making reporting your clients’ tax liabilities more straightforward.  

Transparent 

We’re confident in the quality of our data provision, so we will happily provide raw data at the request of any of our clients.

With full data transparency, you can have peace of mind that if your clients were to question a figure, you can trace the information all the way back. Our team is also always on hand to provide support and guidance for any additional queries or requests you may have, whether online or on the phone, meaning every piece of information you require is accounted for and your risks are reduced.