International tax reclaims for fund managers & custodians
Course
In
Description
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Type
Course
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Start date
Different dates available
Background
This one day course provides, with examples, an understanding of the principle and the most significant methods of tax reclamation and relief as well as indicating the services that clients might expect, or what might be expected of a Custodian in this area. It is an essential course for anyone involved in Securities and Investments who is not a specialist in tax.
No tax knowledge is assumed.
Delegates
Investment Managers, Stockbrokers and Private Bankers
Custodians
IFAs and Tax Planners
Back Office Managers and staff
Accountants and Auditors, both Internal and External with no or little tax knowledge
IT Executives involved with Tax or Accounting Systems
Compliance Officers
Staff in a Tax Department
Facilities
Location
Start date
Start date
Reviews
Subjects
- Staff
- Securities
- Investment
- Office IT
- International
- Private
- Systems
- Ms Office
- Accountants
- Tax
Course programme
-The Main Terms and their Meaning with Examples
-Tax Services required of a Custodian or by your Clients
-Exemption at Source
-Relief at Source
-Tax Reclaims
-Tax Deduction Scheme for Interest
-Important Points to Remember
-Reporting Responsibilities
-Risks and Controls
Todays Date: 8 September 2017
Duration h day
International tax reclaims for fund managers & custodians