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Collective Investment Scheme Taxation
Infoline/InformaConference
March 28 2012 08.30 - 17.30
Venue tbc
London
Greater London
United Kingdom
899.00 GBP ( Book early to save! )
Now in its 7th year this forum offers you unrivalled coverage with representation from across the spectrum of the industry:
Description - Agenda (course of event)
The 6th Annual Forum for: • Tax • Fund Accounting • Pricing • Valuation • Product Development • Operations • Administration Within: • Investment Management • Depositories • Third Party Administrators • Trustees
Collective Investment Scheme Taxation Speaker line up John Buckeridge Policy & Technical Advisor HM REVENUE & CUSTOMS Jorge Morley‐Smith Head of Tax INVESTMENT MANAGEMENT ASSOCIATION Roger Leslie Consultant HM REVENUE & CUSTOMS Alistair Nash Group Tax M
Hear direct from:
• 2 HM Revenue & Customs representatives
• The Investment Management Association (IMA)
• 7 Collective Investment Scheme managers
• 5 Partners from leading advisory firms
Clarify the latest tax position associated with:
• FATCA operational impact
• VAT for the asset management industry
• UCITS, AIFMD and other EU fund developments
• Stamp Tax
Benchmark your approach to:
• Operational Taxes
• Withholding tax regimes and treaty benefits
• Tax of real estate funds
Collective Investment Scheme Taxation Speaker line up
John Buckeridge Policy & Technical Advisor
HM REVENUE & CUSTOMS
Jorge Morley‐Smith Head of Tax
INVESTMENT MANAGEMENT ASSOCIATION
Roger Leslie Consultant
HM REVENUE & CUSTOMS
Alistair Nash Group Tax Manager
LLOYDS BANKING GROUP
Malcolm Powell Vice President Investment Products Tax Group
MORGAN STANLEY
Malcolm Richardson Head of Tax
M&G INVESTMENTS
Forbes Bailey Head of Tax
BARINGS ASSET MANAGEMENT
Mikael Boman Product Tax Manager
HENDERSON GLOBAL INVESTORS
Liza Taylor Head of Product & Operational Tax
FIDELITY INTERNATIONAL
Mark State Operational Tax Associate
FIDELITY INTERNATIONAL