In 2017-18 the Common Reporting Standards is becoming a reality globally, which means no more privacy on asset ownership. This presentation aims to explain:
The new CRS reporting standard - Is it different from FATCA?
401 (K), 402 (B), 457 (A), deferred compensation plans – What do these mean to you?
Foreign accounts – Exposure and Disclosure Requirements.
Automatic Exchange of Information (AEoI) – What are the implications and how will it affect your business?
Pensions and Occupational Retirement Scheme Ordinance - as our innovative solutions for individuals and businesses. Of particular value to Private Bankers, Family Offices, Financial Advisers and Fund Managers.