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Tax Suitability Concept
March 13 - 10:30 am - 11:30 am
CHF225.00
BRP Tax SA is pleased to invited you to the webinar dedicated to:
Tax Suitability Concept
Webinar in English
Recognised for recertification SAQ
In today’s ever-changing financial landscape, tax compliance and efficiency have never been more crucial. At the heart of this complexity lies the concept of tax suitability, a strategy that not only ensures financial instruments align with clients’ tax regimes but also maximizes the performance after-tax of their portfolios while mitigating potential commercial/civil risks for the financial institution.
In this webinar, we’ll dive deep into the tax suitability approach and how it can be impactful for both asset managers and their clients.
The training is addressed to
Institution☒ Banks |
Function☒ Legal and Compliance |
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Content
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> Tax Suitability Concept
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> The Variety of Income Tax Patterns
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> Taxation of Income from Financial Instruments
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> The Tax Subject (the Taxpayer)
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> The Tax Object (the Financial Instrument)
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> The Taxable Event (the Transaction)
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> Case Studies (Signature BRP)
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For more information on this webinar, please contact us.