Optimizing resources for efficient FATCA reporting and preparing for CRS

 

FATCA (IRS’s Foreign Account Tax Compliance Act) has created many challenges for financial institutions across the globe. LATAM is no exception, so companies need to understand, implement and integrate the rule into their tax operations. CRS (OECD’s Common Reporting Standards) is a new regulation which creates even more complexity and uncertainty for companies. If institutions do not comply or make errors in their reports, they face heavy sanctions, so there is immense pressure to update their monitoring systems and client on-boarding processes to avoid them.

 

This GFMI conference will help financial institutions in LATAM to better understand these tax requirements and what is expected from them. It will show them how to implement and integrate FATCA and CRS with each other and with other requirements without hurting the business, through an effective optimization of resources. Institutions will also learn how to maintain good client relationships whilst complying with the client on-boarding demands. The meeting will include institutions from across LATAM, in order to share experiences of how the main challenges with FATCA are being overcome and how to best prepare for CRS. 

Download the agenda here!!

Or request more information with alejandrad@marcusevansuk.com

E-mail me when people leave their comments –

You need to be a member of Global Risk Community to add comments!

Join Global Risk Community

Upcoming Featured events

 
 
 

    About Us

    The GlobalRisk Community is a thriving community of risk managers and associated service providers. Our purpose is to foster business, networking and educational explorations among members. Our goal is to be the worlds premier Risk forum and contribute to better understanding of the complex world of risk.

    Business Partners

    For companies wanting to create a greater visibility for their products and services among their prospects in the Risk market: Send your business partnership request by filling in the form here!

lead