Operational Tax for Investment Firms
Your one-stop shop to address the challenges around FASTER, reporting obligations and where we are with technology in the tax space
Join heads of tax and expert advisors at our 15th annual forum - now FREE to attend for financial institutions!
What's new for 2024:
Gain key insights from funds and custodians on their relationship in the operational tax space:
Hear directly from Man Group and Janus Henderson Investors as they go up against fellow custodians, BNY Mellon and BBH to establish the demands that both parties set and expect from one another.
Learn how to cope with increased data scrutiny:
Explore tax authorities' focus on data accuracy in FATCA/CRS reporting and learn how to improve your reporting cycle to improve data quality.
Consider how proposed amendments to CRS will affect your reporting processes.
Hear from leading industry speakers including:
- Ali Kazimi, Hansuke
- Ahsan Din, Janus Henderson Investors
- Michael Dobson, Brown Brothers Harriman
- Anshita Joshi, The Investment Association
- Mark Huyan, State Street
- Patrick Wilson, Credit Suisse
- Marta Martinez Echavarri, Man Group
Engage in key discussions on topics including:
- The future of custody and the role they play going forward with other custodians
- The introduction of CRS 2 under CARF
- FASTER: update
- Dealing with the increase in complexities around Capital Gains Tax in different jurisdictions
- Withholding tax & the increase in scrutiny from authorities around tax reclaims
- Technology and tax: the impending shift towards online solutions
- The latest on VAT law
Sponsorship opportunities for 2024
Become an event partner and raise your firm's profile within the operational taxes space...
As an event sponsorship or exhibition partner, we can help you to forge new business relationships, share your experiences and position yourself as a go-to firm. Through understanding your business objectives and requirements we can tailor a solution to suit your strategy and budget.
Don't miss your chance to get involved! For a bespoke package contact Sade Soares.