Apex Group Tax Policy Statement May 2021

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard working team has successfully delivered on an unprecedented growth and transformation journey and we are now represented by over 4,200 employees across 46 offices worldwide.

Our single-source solution enables us to deliver an extensive range of services across the full value chain, to asset managers, financial institutions, corporates and family offices.

We have continually improved and evolved our capabilities to offer the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory solution for private markets. These services are tailored to each client and delivered at both a Group level and via our specialist subsidiary brands.

Tax is an important aspect of our business and the contribution we make to society. We are supportive of a sustainable tax system which enables companies and citizens to thrive. We understand our duty to pay an appropriate and fair amount of tax and are committed to continually improving our reporting and delivering transparency.

This tax policy statement provides details of our tax strategy used in respect of both our UK and global operations.

Apex Group Tax Policy Statement May 2021 link