Speaker(s)

• Ms Kathleen Wang, Tax Partner, PwC Hong Kong
• Mr Jeffrey Ip ACG HKACG, Tax Reporting and Strategy Senior Manager, PwC Hong Kong
• Ms Terri Yu, Corporate Tax Practice Manager, PwC Hong Kong
• Ms Ivy Chow FCG HKFCG(PE), Council Member of HKCGI; Tax - Corporate Services Director, PwC Hong Kong (Chair)

Description

The Automatic Exchange of Financial Account Information (AEOI) is a global initiative designed to combat tax evasion and enhance transparency across jurisdictions. As part of this framework, the Common Reporting Standard (CRS) was established to guide financial institutions in gathering and reporting account information. In recent years, tax authorities globally, including those in Hong Kong, have intensified their efforts to identify potential reportable financial institutions and meticulously review the data they provide.

We are delighted to have PwC professionals who will revisit key aspects of CRS, including:

• the background and implementation in Hong Kong;
• the regulatory requirement;
• the latest activities taken by the Inland Revenue Department (IRD);
• the implications for non-traditional financial institutions, such as trusts and group investment companies; and
• practical guidance on CRS due diligence and reporting.

Remarks on this Online Session:

• This is the online session. If you wish to join in person, please click HERE for the physical session.
• Registration will be closed on 28 April 2025 at 5.00pm.
• Once enrolment in this online session is confirmed by the Institute, requests to change to physical session will not be entertained.
• Online session will be delivered via Zoom facility. The Institute has made every effort to ensure that the quality of the internet connection is sufficient for media streaming. Attendees should ensure that they are in an area of stable internet connection with suitable bandwidth as this can affect user’s experience.

Level: Intermediate

Speakers' bios:
Ms Kathleen Wang
Mr Jeffrey Ip
Ms Terri Yu
Ms Ivy Chow (Chair)

Seat guarantee will only be given to HKCGI Fellows and/or Practitioner’s Endorsement (PE) holders if registered 10 clear working days with payment prior to the date of the seminar.