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North America

Canadian reporting under Fatca doubled in 2016

North America | 30 Jan 17

Canadian reporting under Fatca doubled in 2016

Details of bank accounts belonging to more than 315,000 Canadian residents were shared with the US Internal Revenue Service (IRS) in 2016 under the Fatca agreement, more the double the previous year.

IRS trawls for US tax evaders in Panama firm probe

Latin America | 27 Jan 17

IRS trawls for US tax evaders in Panama firm probe

A federal court in the US state of Montana has authorised the Internal Revenue Service (IRS) to serve a ‘John Doe’ summons in a bid to uncover details of US taxpayers who may hold offshore accounts established by a Panama firm to evade paying tax.

US equity markets to ignore protectionist threat

Equities | 27 Jan 17

US equity markets to ignore protectionist threat

If Donald Trump makes good on his proposal to impose tariffs on all imports from Mexico to fund the construction of a wall on the country’s border with the US, this will have a profound impact on the US economy and on the profitability of some US companies. Are markets right to ignore this threat for now?

Citigroup fined for overcharging 60,000 clients for advice

North America | 27 Jan 17

Citigroup fined for overcharging 60,000 clients for advice

Citigroup Global Markets has agreed to pay $18.3m (£14.5m, €17.1m) to settle charges in the US that it overcharged around 60,000 clients £18m for advice and misplaced contracts over a 15-year period.

SEC charges US adviser in $1.3m ‘cherry picking’ scheme

North America | 26 Jan 17

SEC charges US adviser in $1.3m ‘cherry picking’ scheme

The US Securities and Exchange Commission has charged an adviser with placing trades through a master brokerage account and allocating profitable trades to himself while passing unprofitable trades on to client.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.