What is a managed entity?

Any regulated entity whose compliance you run: your own firm's entities and, for fund administrators, TCSPs and outsourced compliance officers, the client entities you look after. Each is a first-class compliance function with its own registers, risk assessment and monitoring plan.

Can a client board see only its own entity?

Yes. Access is role-based and entity-scoped. A client board user sees their entity and nothing else; your own team sees the consolidated view across the book and drills into any entity.

How do we add an administered book?

Entities can be created by hand or synced from Quantios Core, so the entities you administer there are the entities you monitor here without rekeying. Structure, licence type and jurisdiction drive what the library and taxonomy populate.

Is client data kept separate?

Each entity carries its own registers, risk assessment, monitoring plan and audit trail. Reports and dashboards are scoped per entity, and consolidated views are available only to roles that hold them.

How is a client book priced?

By entity. Your own internal entities set the plan; managed client entities are priced per entity, never by user and never by obligation. Prices are not published; the model is a sales conversation.

Managed entities

One system.
Yours and your clients'.

Multi-entity compliance for a client book: one system for your firm and your clients' entities, each with its own registers, risk assessment and monitoring plan, access and reporting controlled at entity level.

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Entities

Name	Description	Type	Country of incorporation	Jurisdiction
Meridian Trust Group Ltd	Jersey-incorporated holding company for the Meridian Trust Group. Provides group-le…	Internal	🇯🇪 Jersey	🇯🇪 Jersey
Meridian Corporate Services Ltd	Corporate administration and company secretarial services for Jersey and international …	Internal	🇯🇪 Jersey	🇯🇪 Jersey
Meridian Fund Services Ltd	Fund administration services including NAV calculation, investor servicing, transfer age…	Internal	🇯🇪 Jersey	🇯🇪 Jersey
Meridian Trust Company Ltd	JFSC-regulated trust company providing trust administration, fiduciary services, and tr…	Internal	🇯🇪 Jersey	🇯🇪 Jersey
Harbourview Capital Ventures Ltd	BVI-incorporated private equity holding vehicle administered for an institutional client.	External	🇻🇬 Virgin Islands (British)	🇰🇾 Cayman Islands
Harbourview Capital GP Ltd	General partner vehicle for the Harbourview limited partnership fund structures.	External	🇰🇾 Cayman Islands	🇰🇾 Cayman Islands
Meridian Nominees Ltd	Nominee holding company providing bare trustee and nominee shareholder services fo…	Internal	🇯🇪 Jersey	🇯🇪 Jersey
Oakvale Family Holdings Ltd	Jersey holding company for the Oakvale family office structure, administered under a tr…	External	🇯🇪 Jersey	🇯🇪 Jersey
Oakvale Marine Ltd	Guernsey-incorporated yacht-owning SPV administered on behalf of the Oakvale family.	External	🇬🇬 Guernsey	🇬🇬 Guernsey
Oakvale Property Investments Ltd	UK-incorporated property-holding SPV owning UK real estate assets within the Oakvale struct…	External	🇬🇧 United Kingdom	🇬🇧 United Kingdom
Meridian Wealth Management Ltd	Discretionary and advisory investment management services for private clients and inst…	Internal	🇯🇪 Jersey	🇯🇪 Jersey
Meridian Investment Advisers Ltd	FCA-authorised advisory-only subsidiary providing investment advice to trust and fund str…	Internal	🇬🇧 United Kingdom	🇬🇧 United Kingdom

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What it does

Entities, in the function you actually run.

Run your own compliance function and your clients’ from the same workspace: delegated monitoring with central oversight, and a per-entity audit trail.

Per-entity access for client boards.
Consolidated reporting internally; a board-ready pack for each client.
Modular AML/CFT/CPF-only scope for firms that need just that.

Also in Vantage Point

The rest of the system.

Questions

Questions about entities.

What is a managed entity?: Any regulated entity whose compliance you run: your own firm's entities and, for fund administrators, TCSPs and outsourced compliance officers, the client entities you look after. Each is a first-class compliance function with its own registers, risk assessment and monitoring plan.
Can a client board see only its own entity?: Yes. Access is role-based and entity-scoped. A client board user sees their entity and nothing else; your own team sees the consolidated view across the book and drills into any entity.
How do we add an administered book?: Entities can be created by hand or synced from Quantios Core, so the entities you administer there are the entities you monitor here without rekeying. Structure, licence type and jurisdiction drive what the library and taxonomy populate.
Is client data kept separate?: Each entity carries its own registers, risk assessment, monitoring plan and audit trail. Reports and dashboards are scoped per entity, and consolidated views are available only to roles that hold them.
How is a client book priced?: By entity. Your own internal entities set the plan; managed client entities are priced per entity, never by user and never by obligation. Prices are not published; the model is a sales conversation.

Entities, further in.

Next step30 min · Tailored · No deck

See entities running on your firm's structure.

A 30-minute walkthrough using your entities, your licences and a real workflow you bring to the call. No slide deck.

Book a demo Talk to sales