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Operational Tax for Investment Firms
22 October 2025
Leonardo Royal Hotel London Tower BridgeLondon
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Conference agenda

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Conference agenda
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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 - 12:45
Preparing for future crises between continents
12:45 - 13:45
Lunch
13:45 - 14:25
Ensuring a successful and smooth transition of a custodial account
14:25 - 15:05
Benchmarking FASTER implementation amongst investment funds
15:05 - 15:20
Afternoon Coffee & Refreshments
15:20 - 16:05
CRS 2.0: Understanding the changes to the new regime
16:05 - 16:10
Chair's Closing Remarks
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