Stuart Lipo

Senior Consultant

Stuart joined TConsult in 2015 and has risen to the role of senior consultant, taking the lead on complex cases for clients with Qualified Intermediary, FATCA and CRS compliance issues. Stuart co-authored G.A.T.C.A – A Practical Guide to Global Anti-Tax Evasion Frameworks and delivers regular interactive training sessions both internally and externally.

Prior to joining TConsult, Stuart worked in a variety of roles within the financial industry, including team leader, paraplanner, administration, client relations for independent financial advisor companies.

LANGUAGES

English

Native

Afrikaans

Basic

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EDUCATION & ACCREDITATION

CF2 – Chartered Insurance Institute (CII)

SPECIALIST EXPERTISE

QI (Qualified Intermediary)

FATCA

Section 871(m)

CRS (Common Reporting Standard)

AEoI (Automatic Exchange of Information)

TRACE

Regulatory Compliance

Training