Articles
Gain deeper insight with articles that give our considered opinion and predictions of where the industry will go next.
Why W8? – Start re-papering over the cracks now!
QIs and NQIs face a rare opportunity to dramatically increase their W-8 compliance rate by re-papering all existing clients using the IRS' new W-8 forms. Find out how such a project could benefit your firm and why it could be worth it in the long run.
3 Things To Annoy You About W-8s and 3 Things You’ll Love
The IRS just made three HUGE changes to W-8 series of self certification forms used by almost every financial institution across the globe to categorise their non-US customers, and there's a lot to love...
Cloudy with a Chance of Windfalls
December 14, 2015As the New Year approaches there are many institutional and private investors who are in for a nasty shock. They are just about to give away chunks of their investment performance alpha to a whole bunch of foreign governments...Read more
