Clarity on AEoI in Asset Management

Clarity on AEoI in Asset Management

The Automatic Exchange of Information (AEoI) of clients’ data with their tax domiciles marks the beginning of a new era.


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Clarity on aeoi in asset management

Once we hit 2017, the banking secrecy clause will be nothing more than a memory for Swiss asset managers as well. It is therefore imperative to understand the new rules of the game that will apply going forward so thatopportunities that arise from this situation are clearly identified.

Clarity on AEoI in Asset Management addresses some of the hottest topics that Asset Managers currently face in this challenging regulatory environment:

  • An interview with Stephan Matti, Head Global FIM German-speaking Switzerland, UBS AG, on the regulatory and tax challenges facing asset managers.
  • An article regarding the AEoI in Switzerland: It is now virtually certain that Switzerland will introduce AEoI with effect from 1 January 2017. What does that mean for the country?
  • High time to disclose one's assets: Non-tax-compliant clients should submit a voluntary disclosure as soon as possible.
  • Disclosure facility in Italy: As of 2 January 2015, Italy has implemented a time-limited disclosure facility – facts and implications.
  • Identifying tax problems and leveraging tax advantages.

Automatic Exchange of Information (AEoI)

Automatic Exchange of Information (AEoI)

The purpose of the Automatic Exchange of Information (AEoI) is the prevention of tax evasion by holding assets abroad.

Investment management

New technologies and regulatory frameworks mean innovative solutions are needed in investment management. KPMG provides customized support.

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