Portfolio Reporting

This page expands the portfolio reporting focus within the Service Channels framework for DRKB Capitals SPC.

Portfolio Reporting

Portfolio Reporting is a service channel that coordinates sponsors, SSP, and advisors around SPC mandates. Under QFC rules, SPCs may carry out Special Purpose Company Activities such as acquiring, holding, and disposing of assets, subject to their licence. SPCs must maintain a registered office in the QFC and keep required documents available at that office.

Explain the communications and approvals covered by Portfolio Reporting.
Confirm the evidence trail and logs required for Portfolio Reporting.
List the handoffs created by Portfolio Reporting across teams.

Scope and application

This section records the operational checklist attached to Portfolio Reporting.

Key requirements

Defined transaction purpose and permitted SPC activities only.
Governance roles including director, secretary, and SEF accountability.
SSP appointment for corporate and administrative services and registered office support.
Documented compliance, collateral controls, and reporting cadence.

Reporting expectations

Mandate reporting cadence, stakeholder access, and escalation protocols are confirmed in advance.

Next step

Request a mandate review and receive a tailored execution plan.

Start Mandate Intake