Roundtable

Join us for a breakfast session to discuss the continuous challenges of the Common Reporting Standard (CRS) and other tax transparency initiatives – globally and in APAC.  We have invited our clients to share their experiences and best practice approaches in staying agile when dealing with large client data volumes and tight regulatory timelines. We will also discuss what lies in the wake of the CRS initiative: how should banks prepare their clients so that they can meet the expectations of tax authorities who are better and better informed about the offshore assets of its domestic taxpayers?

Agenda

  • 08:30 am - Registration and breakfast
  • 09:15 am - Opening session by Ronald Frey
  • 09:30 am - CRS Case study by a large global bank
  • 10:15 am - Break
  • 10:20 am - Better informed tax authorities: how should we prepare?
  • 10:50 am - Closing
  • 11:00 am - End of roundtable

Speakers:

Ronald Frey – BearingPoint RegTech Management Board Member

Tom Pryce - Head of Client Tax Information Reporting of Standard Chartered Bank
Tom is responsible for overseeing the Bank’s global FATCA, CRS and QI reporting, as well as delivering the Bank’s Tax Change Agenda through process automation and standardization. Before joining SCB Tom worked with KPMG in Hong Kong, Singapore and New York, where he advised a variety of financial services clients on their tax affairs.

Michiel van Selm - COO of Canopy
Michiel is the COO of Canopy, a financial data aggregation and insights platform for high net worth individuals and wealth management professionals. In this role he's responsible for helping Canopy grow the business across Asia and globally.  Before joining Canopy Michiel worked for PwC leading the wealth management consulting practice in Singapore. In this role he has delivered numerous engagements with a large variety of private banks in Asia Pacific supporting them in transforming their business and preparing them for the digital age.

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