New Zealand


  • Service: Advisory, Financial Risk Management
  • Type: Business and industry issue
  • Date: 16/05/2013

Contact us

Darshana Elwela

Darshana Elwela

National Director - Tax

+64 9 367 5940

FATCA - The compliance challenge for managed funds 

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The scope of FATCA is sweeping and meeting the Act’s complex obligations may have significant business and operating model implications for funds and investment management firms.

    Specifically, FATCA may change how investment management firms:


    • interact with investors, clients, and counterparties
    • structure their products and services (onshore and offshore)
    • engage with distributors, administrators and other intermediaries and service providers, as well as with regulators.

Automatic Exchange of Information and FATCA

foreign account tax
Foreign Account Tax Compliance Act - we can help you prepare and reduce the impact.

FATCA - Implications and insights for banking

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FATCA’s complex information reporting and withholding obligations will significantly impact multiple functions within NZ banks.