SERVICE OFFERING:

Foreign Account Tax Compliance Act ("FATCA") and Common Reporting Standard ("CRS") Compliance Services and Reviews

The United States and many countries around the world have financial account disclosure rules for many investment funds. Financial account holders may be required to provide U.S. withholding tax and CRS documentation.

Issues to Consider

What FATCA and CRS obligations

 exist for the fund?

Is my fund required to have a

set of policies and procedures

concerning FATCA and CRS?

What are the FATCA and

CRS classifications of my entity?

What are the responsibilities of the

FATCA Responsible Officer?

What are the best practices to

obtain appropriate documentation

 from the fund's financial

 account holders?

Do you need help with FATCA and CRS compliance?
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