Opening Remarks from the Co-Chair
October 18, 2017 • 8:50 am
Annual Update from the Investment Funds Institute of Canada (IFIC)
October 18, 2017 • 9:00 am
Common Reporting Standard FundamentalsCommon Reporting Standard Implementation Efforts: Is your Institution Reporting Ready?
October 17, 2017 • 10:45 am
Guidance from the Canadian Life and Health Insurance Association (CLHIA) on Issues for Life Insurers
October 18, 2017 • 9:30 am
KEYNOTE ADDRESS: Overview of the Common Reporting Standard from Canada Revenue Agency ‘Intaxicating’ Facts That Every Canadian Financial Institution Needs to Know About the Common Reporting Standard
October 17, 2017 • 9:00 am
CRS Considerations for Investment Managers and Funds
October 18, 2017 • 10:15 am
Guidance for Reporting Financial Institutions on Customer Due Diligence Procedures Pursuant to AML Requirements
October 17, 2017 • 3:15 pm
INTERACTIVE PANEL:U.S. Tax Update: Withholding & Reporting Information
October 17, 2017 • 1:00 pm
CASE STUDY:Relationship Management for Financial InstitutionsInsights on Handling Pre-Existing Accounts and How to Minimize the Impact of CRS on the Client Experience
October 17, 2017 • 2:00 pm
Masterclass A: CRS Compliance Best Practices
October 18, 2017 • 12:30 pm
CRS: Technological challenges, best practices and solutions.
October 18, 2017 • 11:00 am
Masterclass B: How to Operationalize CRS Compliance Best Practices
October 18, 2017 • 3:00 pm
KEYNOTE ADDRESS:U.S. Corporate Income Tax Trends, Reporting & Compliance
October 17, 2017 • 11:30 am
Receive exclusive discounts, offers and agenda updates directly to your inbox.
