An overview of the OECD's Common Reporting Standard (CRS) and guidance on reporting requirements for Brazilian Managers and Family Offices was the subject of discussion in our webinar, hosted by DMS Offshore Investment Services and Maitland.

Our panelists discussed the scope of CRS, the timeline for due diligence and reporting, the jurisdictions undertaking implementation in 2017 and 2018. The discussion also highlighted the impact of CRS on Brazilian Managers and Private Individuals and their onshore and offshore structures.

Participants also received practical advice on working with an administrator or third party service provider, key documentation requirements and next steps for compliance.

Roman Ipfling, Director and Global Leader, International Tax Compliance Group
DMS Offshore Investment Services

Todd Hazlewood, Team Leader – Hedge Funds

Francine Balbina, Executive Director
DMS Offshore Investment Services

Benjamin Reid, Business Development Manager LatAm

Download the recording

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