How can I use a Transparency Report in my assessment of a Manager and Fund?

Quickly review curated, standardized and independently validated operational diligence data to identify areas requiring additional focus

Castle Hall's DiligenceExchange Transparency Reports save you time:

  1. Quickly review the key diligence information about the Manager, Fund and Controls based on a comprehensive set of manager and fund related documents and data
  2. Benefit from Castle Hall's independent confirmation of key public records and service providers to save review time and gain confidence over the accuracy and completeness of the diligence information available from the manager
  3. Drill down on key data points and verification results to explore noteworthy items in more detail with the manager

We hope the DiligenceHub Help Center will provide quick answers to your questions as you as you begin to use the app. Please browse the articles at your convenience - and, of course, feel free to send a support ticket or live chat with our team if you have questions at any time.