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Operational Tax for Investment Firms
22 October 2025
TBCLondon
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Conference agenda (2025 Draft)

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Conference agenda (2025 Draft)
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08:30 - 09:15
Registration & Networking
09:15 - 09:30
Chair's Opening Remarks
09:30 - 10:20
Addressing the jurisdictional differences of tax transparent Funds
10:20 - 11:00
Withholding tax and successfully liaising with tax authorities
11:00 - 11:15
Coffee & Networking
11:15 - 11:55
Using technology as a tool to help meet increasing regulatory tax requirements
11:55 - 12:40
Preparing for section 899: what firms need to be doing ahead of 2027
12:40 - 13:40
Lunch
13:40 - 14:20
Ensuring a successful and smooth transition of a custodial account
14:20 - 15:00
Benchmarking FASTER implementation amongst investment funds
15:00 - 15:15
Afternoon Coffee & Refreshments
15:15 - 16:00
CRS 2.0: Understanding the changes to the new regime
16:00 - 16:05
Chair's Closing Remarks
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