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20250415 Revisiting the Common Reporting Standard – What is the CRS implications for non-traditional financial institutions?

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Programme Code:
20250415
Date:
15 四月 2025 (Tuesday)
Time:
6:30 pm - 8:00 pm
Speakers:

Ms. Kathleen Wang, Tax Partner, PwC Hong Kong

Mr. Jeffrey Ip, Senior Manager, Tax Reporting and Strategy practice, PwC Hong Kong

Ms. Terri Yu, Manager, Corporate Tax group, PwC Hong Kong

Language:
Cantonese
Venue:
TIHK Office, 21/F, Kam Sang Building, 255-257 Des Voeux Road Central, Hong Kong
Proficiency Level:
Intermediate Level
Fee:
$180 - $240
CPD Hours:
1.5
Seat:
100
Event Categories:
, ,
Application Form:
20250415 enrolment form

Description

Introduction:

CRS (Common Reporting Standard) is a global initiative designed to combat tax evasion and foster transparency across jurisdictions. Since its implementation, it has fundamentally reshaped the way financial institutions collect and report information with tax authorities in different participating jurisdictions.  Recently, tax authorities worldwide, including Hong Kong, have adopted a more proactive stance in identifying potential reportable financial institutions and reviewing the data reported by them.

We are delighted to invite you to join this webinar with PwC professionals to revisit key aspects of CRS, including its background, implementation progress in Hong Kong and the relevant regulatory requirements.  PwC will also provide updates on the latest IRD activities related to CRS, discuss the potential CRS implications for non-traditional financial institutions such as trust and group investment companies, and offer practical consideration for CRS due diligence and reporting.

Speaker Profile

Ms. Kathleen Wang, Tax Partner, PwC Hong Kong

Kathleen Wang is a tax partner at PwC Hong Kong. She has extensive expertise in CRS project for various financial institutions, including banking, insurance, fund, REIT as well as other non-FI segment clients.

She has contributed to PwC publications on the latest OECD developments in the CRS and Automatic Exchange of Information, and also delivered speech in a number of CRS seminars and trainings organized by governmental body and industry organization. She assisted a number of banks, insurance companies, funds and MNCs in handling their CRS compliance matters.

She also has experience in providing tax compliance and consultation services to various multinational and Hong Kong companies, including tax planning, tax restructuring, corporate compliance review, and negotiation/conciliation with tax authority.

Kathleen obtained her master degree in Finance from the University of Hong Kong, and is also council member of The Tax Institution of Hong Kong (TIHK), committee member of Hong Kong Fukien Chamber of Commerce, and member of HKICPA.

Mr. Jeffrey Ip, Senior Manager, Tax Reporting and Strategy practice, PwC Hong Kong

Jeffrey Ip is a senior manager in the Tax Reporting and Strategy practice at PwC Hong Kong, with over 11 years of experience in both corporate compliance and digital transformation, he has played a pivotal role in advising clients in Hong Kong, Singapore, and Taiwan on a wide range of CRS-related matters, focusing on both advisory and reporting aspects.

He also specializes in corporate process analysis and optimization, utilizing different digital tools such as automation, data visualization, and artificial intelligence to deliver solutions tailored to his clients’ needs.

He holds a Bachelor of Economics from The Chinese University of Hong Kong and a Bachelor of Laws from the University of London. He is a member of both the Association of Chartered Certified Accountants (ACCA) and The Hong Kong Chartered Governance Institute (HKCGI).

Ms. Terri Yu, Manager, Corporate Tax group, PwC Hong Kong

Terri Yu is a Manager in the Corporate Tax group of PwC Hong Kong.  She has more than 7 years of experience in providing tax consulting services to local, regional, multi-national and listed companies.  She also has extensive experience in advising financial institutions, including banks, family trusts, funds, REITs as well as other non-FI segment clients on CRS compliance matters.

Throughout the years, Terri has been dedicated to offering tax advice and solutions to clients across various industries.  She has also assisted clients in handling different types of tax disputes with tax authority.

Terri holds a Bachelor of Business Administration degree, majoring in Accounting and Economics, from the Hong Kong University of Science and Technology.  Additionally, she is a member of the Hong Kong Institute of Certified Public Accountants (HKICPA).

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