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Common Reporting Standard (CRS)

Conyers

Guide: BVI Approved Managers for Separately Managed Accounts (SMAs)

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This guide provides a brief overview of the British Virgin Islands (the “BVI”) Approved Investment Manager regime and its suitability and attractiveness for use with Separately Managed Account structures (“SMAs”). Separately...more

Foodman CPAs & Advisors

CRS, FATCA y AML: Riesgos de Convergencia para Líderes Legales y de Cumplimiento

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La transparencia fiscal y la fiscalización de delitos financieros ya no operan en pistas separadas. Los regímenes de CRS, FATCA y AML están convergiendo en un solo marco de escrutinio. Para los equipos legales, asesores...more

Foodman CPAs & Advisors

CRS, FATCA, and AML: Convergence Risks for Legal and Compliance Leaders

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Tax transparency and financial crime enforcement are no longer operating in parallel tracks. CRS, FATCA, and AML regimes are converging into a single framework of scrutiny. For legal teams, tax advisors, and financial...more

Foodman CPAs & Advisors

Reforma de Extradición en Costa Rica: Una Señal Precedente para Riesgos AML y FATCA

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En mayo de 2025, Costa Rica reformó el Artículo 32 de su Constitución para permitir la extradición de ciudadanos costarricenses en casos de narcotráfico internacional y terrorismo. Este cambio histórico pone fin a una...more

Foodman CPAs & Advisors

Costa Rica Extradition Reform: What It Signals for AML, FATCA, and CRS Compliance

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In May 2025, Costa Rica amended Article 32 of its constitution to allow the extradition of Costa Rican nationals in cases of international drug trafficking and terrorism. For decades, nationals were constitutionally shielded...more

Conyers

Guide: BVI Approved Managers

Conyers on

This guide provides a brief overview of the Approved Investment Manager regime established under the Investment Business (Approved Managers) Regulations (the “Approved Manager Regulations”) enacted under the Securities and...more

Carey Olsen

Cayman Islands investment funds - Autumn 2025 update

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Briefing Summary: Our investment funds team outline the latest developments within the investment funds market in the Cayman Islands, including the proposed amendments to the Cayman Islands CRS regulations and which entities...more

Skadden, Arps, Slate, Meagher & Flom LLP

New CRS Regulations – What UK Investment Managers Need To Know

Updated regulation: On 25 June 2025, HMRC issued the International Tax Compliance (Amendment) Regulations 2025 (the 2025 Regulations) amending the existing International Tax Compliance Regulations 2015, introducing...more

Foodman CPAs & Advisors

The Future of Crypto Compliance Under CARF and CRS 3.0

These insights build on my recent conversation with Ajay Shamdasani on Regulatory Ramblings podcast episode #79, where we discussed how CARF and CRS 3.0 are reshaping crypto compliance and the broader governance landscape. As...more

Foodman CPAs & Advisors

Estructuras Transfronterizas de Fin de Año: Exposición Fiscal y de Cumplimiento en el Cuarto Trimestre

Con el inicio del último trimestre del año, las instituciones financieras y las oficinas familiares enfrentan una ventana limitada para reducir la exposición fiscal y de cumplimiento en estructuras transfronterizas. Los...more

Foodman CPAs & Advisors

Year-End Cross-Border Structures: Tax and Compliance Exposure in Q4

As the year’s final quarter begins, financial institutions and family offices face a narrow window to reduce cross-border tax and compliance exposure. Enforcement cycles are accelerating across jurisdictions, with regulators...more

Walkers

How will the OECD's Crypto-Asset Reporting Framework impact your business?

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Many crypto-asset service providers will soon be required to start collecting detailed information about customers and transactions and report to their national tax authorities annually. Such businesses must obtain a...more

Foodman CPAs & Advisors

Reforma Fiscal de EE. UU. 2025: Cerrando Brechas de Cumplimiento en Fideicomisos Offshore y Estructuras Transfronterizas

La legislación fiscal de EE. UU., promulgada el 4 de julio, amplía las obligaciones de reporte para fideicomisos extranjeros y entidades con traspaso de ingresos, al tiempo que consolida disposiciones clave de la reforma de...more

Foodman CPAs & Advisors

U.S. Tax Reform 2025: Closing Compliance Gaps in Offshore Trusts and Cross-Border Structures

The July 4 U.S. tax legislation expands reporting obligations for foreign trusts and pass-through entities while locking in key provisions from the 2017 reform. For attorneys and advisors to high-net-worth individuals, this...more

Conyers

Regulatory & Risk Advisory Review: Cayman Islands – April to June 2025

Conyers on

Welcome to the latest edition of our Regulatory & Risk Advisory Review. In this issue, we explore key regulatory updates and emerging trends to help you stay informed and ahead in today’s dynamic compliance environment. The...more

Carey Olsen

CRS 2.0 amendments to the OECD’s Common Reporting Standard

Carey Olsen on

The Common Reporting Standard (CRS) was developed by the Organisation for Economic Co-operation and Development (OECD) to promote tax transparency by enabling tax authorities in one jurisdiction to receive information...more

Hone Maxwell

Understanding FATCA and Its Impact on Foreign Financial Institutions: Why Finding Financial Services as an American Abroad Can Be...

Hone Maxwell on

As an American living abroad, you may have experienced firsthand the challenges of finding a financial institution willing to work with you. Whether it’s for opening a bank account, investing in local markets, securing a...more

Carey Olsen

Cayman Islands investment funds – autumn 2024 update

Carey Olsen on

Our investment funds team outline the latest developments within the investment funds market in the Cayman Islands including the updated requirements under the Beneficial Ownership Transparency Act, a reminder of obligations...more

Conyers

Bermuda Regulatory & Risk Advisory Bulletin

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Welcome to the latest instalment of the Bermuda Regulatory & Risk Advisory Bulletin. In a constantly evolving regulatory environment, this bulletin serves as a platform for insightful commentary and expertise in regulatory...more

Conyers

Why Bermuda Financial Institutions Must Ensure CRS Compliance

Conyers on

The Organisation for Economic Co-operation and Development (OECD) has urged participating tax authorities around the globe to take further steps to ensure compliance with the Common Reporting Standard (CRS). As a result...more

Conyers

Regulatory & Risk Advisory Review: Cayman Islands - April to June 2024

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Welcome to the second instalment of 2024 of the Regulatory & Risk Advisory Review. In this edition we cover several Cayman Islands regulatory updates including updates to the Beneficial Ownership Transparency Act, the...more

Walkers

Update on the beneficial ownership regime in the Cayman Islands - New Technical Guidance for corporate services providers

Walkers on

On 15 March 2024, the Ministry of Financial Services and Commerce (the "Ministry") issued Technical Guidance for corporate services providers ("CSPs") to facilitate changes to internal processes in support of the transition...more

Walkers

FATCA / CRS update: Jersey consultation announced

Walkers on

The Minister for External Relations of the Government of Jersey (GoJ) recently announced a public consultation seeking views on a number of proposed changes to the operation of the Common Reporting Standard (CRS) and the US...more

Conyers

Unveiling Tax Realities: Debunking Myths about the British Virgin Islands

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In this review of taxation and the British Virgin Islands, Conyers Corporate Counsel Nicholas Kuria discusses some of the most commonly misunderstood notions relating to the use of offshore jurisdictions, with a focus on the...more

Cadwalader, Wickersham & Taft LLP

UK Spearheads Global Commitment to the Crypto-Asset Reporting Framework

The Crypto-Asset Reporting Framework (“CARF”), is the OECD’s flagship tax transparency standard to help combat criminal activity using crypto-assets to evade taxation. The key aspects of the CARF were covered in the article...more

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