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.

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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...

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