Tax & Regulation

Tax & Regulation | 21 Mar 13

The Australian Government has this week tabled legislation that will define in law the terms 'financial planner' and 'financial adviser', setting the regulatory pace for the rest of the world.

Tax & Regulation | 20 Mar 13

The securities regulator's plan to tighten the rules on investment-linked insurance products is more an opportunity than a threat, Friends Provident International’s Hong Kong based general manager has told the South China Morning Post.

North America | 20 Mar 13

Jersey has ‘initialed an agreement with the US’ to comply with its pending Foreign Account Tax Compliance Act, and has also agreed an information reporting “package” with the UK.

North America | 15 Mar 13

Guernsey is preparing to finalise a draft tax disclosure agreement with the UK based on the principles of the US government’s Foreign Account Tax Compliant Act, which it is also implementing.

Tax & Regulation | 14 Mar 13

With new requirements for advisers set to take effect in Jersey next year, the Chartered Institute for Securities & Investment has published details of which of its qualifications meet the new standards.