Whats in a SIBOS Name?

Whats in a SIBOS Name? Wikipedia, that font of all curated knowledge, cites the meaning of the SIBOS acronym as the ‘Swift International Banking Operations Seminar’. That may have been the reality at the first SIBOS back in 1978 in Brussels, but is it still the right...
Tax Is A Product, Not A Task

Tax Is A Product, Not A Task

Tax Is A Product, Not A Task Most custodians I meet view tax processing as an administrative task, not as a product opportunity. It’s like a grain of sand in their shoes. As a result, it’s badly understood at management levels, and therefore under-resourced and...
BEN or IMY That is the Question

BEN or IMY That is the Question

BEN or IMY That is the Question While everyone is still running around worrying about FATCA and its children, CRS and AEoI, the US Chapter 3 tax regulations still need to be handled. Despite it being 14 years since these regulations came in, problems keep coming out...