The ABCs of client tax reporting in an era of increased transparency

With the spotlight on the Automatic Exchange of Information (AEoI), the pressure on your clients to be tax transparent in their home countries is escalating. It's no surprise, then, that the demands for detailed fiscal reports that enable your clients to easily file their tax returns will be increasing too. 

How you respond to this call for greater tax transparency, and the ease of process that you put in place for clients, will be an opportunity for an essential service differentiation.

In this webinar, banks and wealth managers have the chance to learn why sophisticated client tax reporting is required and how this can be achieved with EasyTax. During this 60-minute, learn about the following key topics:

• The state of client tax reporting in APAC
• Client Tax Reporting in Europe with EasyTax onshore/offshore reporting modules
• A short demo of EasyTax

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  Christopher Lee

  Former JP Morgan, Now independent advisor

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  Christopher has more than 20 years of tax experience in the financial sector and "Big-4" practice. Until recently, he heads up JPMorgan South East Asia tax team and is the tax leader for the bank's Asia private banking business. He was also key member for the bank's FATCA and CRS implementation team. Christopher also possess extensive China tax experience having been the tax director for UBS in China. He has worked as tax advisor to a diversified range of multinational banks in their product offerings and transactions. His tax expertise covers structured finance, family offices solutions, dispute resolution and support.

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  Dr. Mathias Wegner

  Director, Regnology

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  Mathias Wegner is Director and EasyTax Product Manager at Regnology. He has been with Regnology for more than 15 years, 8 of which were devoted to consulting, focusing on risk management and value-based bank management. Matthias spent a further 7 years in software development for the client tax reporting standard software EasyTax. Before joining Regnology he gained additional experience in financial service companies and software development.

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  Ronald G. Frey

  Member of the Regnology Management Board

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  Ronald Frey is Chief Product Officer of the RegTech product unit within Regnology and responsible for the product strategy and management of the Swiss regulatory reporting product FiRE as well as for the tax reporting products EasyTax and FiTAX. He is an expert in tax authority reporting (QI, FATCA and CRS), in tax reporting for individuals (income, wealth and capital gain) and in implementation of Regnology's tax software solutions. Ronald Frey’s focus is to drive international growth for the Swiss RegTech products.

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