Archive
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08/27/2012
Submission to IRS/US Treasury - August 2012
Attached is the final submission proposing “ a new category of deemed-complaint FFI status” for ORSO which was submitted to the IRS/US Treasury on 24 August 2012.
Published in: Pensions and Funds -
08/15/2012
HKTA Best Practice Guides - Private Trusts (English version)
The 1st edition of the HKTA Best Practice Guides - Private Trusts.
Published in: Best Practices -
08/15/2012
HKTA Best Practice Guides - Charitable Trusts (English version)
The 1st edition of the HKTA Best Practice Guides - Charitable Trusts.
Published in: Best Practices -
08/15/2012
HKTA Best Practice Guides - Corporate Trusts (English version)
The 1st Edition of the HKTA Best Practices Guides - Corporate Trusts.
Published in: Best Practices -
08/15/2012
HKTA Best Practices Guides - Pension Schemes (English version)
The 1st Edition of the HKTA Best Practices Guides - Pension Schemes.
Published in: Best Practices -
08/08/2012
The Evolving MPF System: An objective assessment
The Joint Industry Group (HK Federation of Insurers, the HK Investment Funds Association and the HK Trustees' Association Ltd) commissioned Ernst & Young to carry out a study on fees, fund options and fund performance in the Hong Kong mandatory provident fund sector. A...
Published in: Pensions and Funds -
08/08/2012
FATCA submission to the U.S. Treasury
Attached is the final FATCA submission made by the joint industry FATCA working group (representing HKTA, HKIFA and HKFI) consisting of:
Published in: Pensions and Funds
1. a cover note and
2. 4 appendices covering (I) retirement plans, (II) investment funds, (III) insurance companies and...