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  • Overview
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IBF Masterclass: OECD CRS Compliance, a stock-take and the way forward

15 October 2020

It has been a few years since jurisdictions began exchanging data pertaining to the CRS. Tax authorities are now looking into leveraging the data they receive and the OECD has rolled out several initiatives to enhance the standard and quality of the information that is reported and exchanged. What does this mean for the financial services industry?

Join us in this IBF Masterclass webinar, organised in collaboration with BearingPoint, as we discuss the challenges faced in CRS reporting and how financial institutions can address them with long term solutions. Our panel speakers will also discuss how the tax reporting operational processes have evolved, and what are some of the future best practices to build a strategic and sustainable tax compliance model.

Event Details

Date: 15 October 2020
Time: 2.30pm - 4.00pm 
Venue: Zoom
     CPD Hpurs: Attendees will be given 1.5 non-core CPD Hours. (Certificates of attendance will be sent to attendees via email 5 days post event)


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Event Secretariat


DID: 6305 5690    



IBF Masterclass: OECD CRS Compliance, a stock-take and the way forward 

15 October 2020 

Time Activity
2.30pm Welcome Remarks

The CRS journey thus far and future challenges to tax compliance            

Ronald Frey, Board Member, BearingPoint RegTech   
Global update on CRS, OECD Peer reviews, MDR, DAC 6 and TRACE
Best practice operating models - Build vs buy; Due diligence vs Reporting
Increasing demand for client tax reporting     

​3.00pmCRS Reporting: Key issues in the region             

Wang Xiangyu, Senior Business Consiltant, BearingPoint RegTech   


Industry Panel  
It has been a few years since the implementation of CRS and we have been through 2 or 3 reporting cycles. In your view, how effective is CRS in meeting its objectives?
Can you share your FIs journey in implementing CRS? What are some war stories you can share? What has worked and what hasn't?
What are some of the latest challenges in tax reporting?
 How has your FI addressed these new set of challenges? What strategies has worked best for your FI?  
Are there any challenges which technology does not naturally lend itself to help address or what are some gaps in existing technology solutions out there in the market

 How do you see reporting standards and requirements evolving and how can the industry prepare themselves to meet these requirements?



End of Session

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