Across the world and especially in The Bahamas and the Caribbean region, governments are collecting, requesting and sharing taxpayer information at an unprecedented scale. Tax transparency and reporting is quickly becoming a very important issue, highly politicized and quickly pushing change on reporting regimes across the globe as countries seek to remain competitive and protect their client base. Given the new tax reporting transparency, clients see their tax reporting obligations as a source of personal risk. Financial institutions are adapting to ensure they have the requisite systems, resources and policies in place to support their immediate clients’ tax reporting requirements and provide value added services to remain attractive.

We invite you to our Client Tax Reporting Roundtable on March 12, 2019 to share our experiences from many projects in Europe and Asia around client tax reporting. The roundtable will touch upon topics such as:

  • Introduction on the topic and the importance of client tax reporting
  • The new tax reporting service level expected by high priority HNW clients
  • How are European and Asian financial institutions leveraging this topic?
  • Which impact has taxation on asset performance and how have wealth managers adapted their portfolio management and reporting processes to account for after tax performance of assets?
  • Is client tax reporting a form of tax advisory?


3.30pm – 4.00pm Registration and welcome coffee
4.00pm – 6.00pm Roundtable with introduction & discussion
6.00pm – 7.00pm Cocktails

The roundtable is free of charge for financial institutions. To attend this event and to hear about and discuss the possibilities of client tax reporting available to your institution, please use the register button.

If you have any questions, please do not hesitate to contact us. Send us an email at or call us at +49 69 567 007 910.

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