• 2018/09/25 2018/09/25 Your current timezone
  • Webinar

During the initial period of FATCA and AEOI reporting deadlines, financial institutions were faced with a multitude of challenges, including a short time frame for compliance, which greatly impacted their approach to operating models. Given that it's been a few years since the first FATCA and AEOI reporting cycle, FI's are now able to reflect, review and shift focus away from those initial challenges and begin working toward process and operational improvement goals. Essential questions being:

  • What have tax professionals learned from their experience?
  •  How can FI's change their operating models to answer these challenges?
  •  Are FI's ready to face upcoming challenges in areas of tax?

The increasing demand to respond to challenging market environments with frequent regulatory changes coupled with a relentless drive for cost reduction, means that FI's are under tremendous pressure to deal with these challenges whilst maintaining the return on existing software  investment. In response to this our webinar aims to help FI's re-engineer their current tax operating models to address these demands, including data quality and digitalization.

This 60 minute session covers:

  • The reporting context: global transparency tax initiatives
  • Best operating models
  • Outsource, build, buy or SaaS
  • Trends and next steps
  • Fabrice Chatelain has 20 years experience in providing software and services for the financial sector. He is Head of Tax Reporting at Regnology and joined the company in 2003. He overseas Regnology’s tax solutions (FiTAX, EasyTax) and is responsible for the team, software development, delivery and implementation projects. FiTAX is Regnology’s tax reporting solution covering regulatory tax reporting regimes such as QI (Qualified Intermediary), FATCA, CRS/AEOI and DAC6/MDR. EasyTax is the client tax reporting solution that helps financial institutions ease the burden of their clients’ tax filing duties.

  • Rémi joined Regnology in 2011. In his current role as Senior Product Manager, he is responsible for Regnology’s FiTAX tax reporting solution. He is an expert in regulatory tax reporting regimes such as QI, FATCA, CRS and DAC6. He supported many FiTAX software implementation projects at financial institutions in the U.S., Europe and Asia.

FiTAX

Regulatory tax reporting solution

Generate your tax reports with FiTAX - our proven software solution that fulfills the requirements of the CRS, FATCA and the Intergovernmental Agreements (IGA), QI, QDD and DAC6/MDR.

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