Articles
Gain deeper insight with articles that give our considered opinion and predictions of where the industry will go next.
Do You Need A Degree To Get Into Financial Services?
Do you need a degree to get into financial services? In this post, Ross McGill gives his perspective on the issue of qualifications and career progression within the sector and how to make it in financial services.
Joining the Compliance Dots: Periodic Reviews
FATCA due diligence deadlines are starting to pass so it is time to breath a big sigh of relief. Well, no. In this post, Ross McGill explains the FACTA control and oversight system and why Responsible Officers should be considering interim period reviews.
Benchmarking: Custodians
Ross McGill addresses the issues custodians face in regards to successfully benchmarking tax reclamations since so many factors affect the process.
“Have I got a deal for you!” Models of the Custodian World
Ross McGill discusses the failings of current pricing models within the custodian world and how they affect the financial industry as a whole.
Publication 5262 – QI Portal
February 8, 2017Continuing the burst of activity, what better way to start a new year, than with a new QI, WP & WT portal and its bed time reading material, Publication 5262, which of course goes hand in hand with the new QI Agreement,Revenue Procedure 2017-15.Read more
