Investor Registry

The owner of the fund is you.
The fund manager works for you and the other investors in the fund.

But do you know who your fellow investors are?

Why Register?

When U.S. investors in the same fund find each other, the economics of remediation change.

  • Batch PLR Applications

    Investors seeking retroactive QEF elections under Rev. Proc. 2026-10 can apply together. Batch applications reduce per-investor legal costs significantly.

  • Cost-Shared Fund Audits

    The Fund-Level Forensic Audit serves all investors in the same fund. Multiple investors can split an engagement and share the resulting report.

  • Shared Data Conversion

    Forensic accounting reconstruction and data conversion efforts can be coordinated across investors in the same fund, eliminating redundant engagements.

  • Stronger Civil Claims

    Civil claims and regulatory submissions carry more weight when investors can demonstrate coordinated, documented harm across a fund's U.S. investor base.

  • Information Collective

    Investors in the same fund often hold different pieces of the puzzle. Connecting with fellow investors surfaces information that no single investor has on their own.

What This Costs

This is a free service. The registry exists to support investor coordination and to build the infrastructure for collective remediation. There is no fee to register and no obligation to purchase any service.

PFIC Help believes in Investor protection through Investor connection

How It Works

  • Step 1: Registration

    Fill out the Investor Registry form with your name, fund name, and basic subscription details. Attach your subscription documents for verification as an investor in the fund(s).

  • Step 2: Verification

    I verify every Investor Registry entry through the review of relevant subscription documents. This keeps the registry credible and protects everyone in it.

  • Step 3: Connection

    Once verified, I will connect you with other U.S. investors who have registered and who invested in the same fund. From there, you decide how to coordinate.

You didn’t create this problem. Misleading marketing practices, fund structure, gaps in reporting, and the professional infrastructure around it created this problem. But under U.S. tax law, the consequences land on you unless you act. The window to mitigate them is limited.

I'm here when you're ready.


Amy Short, Principal
PFIC Help by Golden Visa Direct

U.S. investors deserve clarity, competence, care, and compliance