On 21 January, BlueBridge presented a webinar, answering a series of questions on the impact of DAC6 on fiduciaries, including:
- How does DAC6, generally, captures trustees and other fiduciaries and how does it exclude them?
- What types of common fiduciary activities will necessitate DAC6 reporting and why?
- What information will fiduciaries need to report about their clients under DAC6?
If you missed the webinar but are interested in learning more about this particular DAC6 topic:
Written
by Paul Millen
Paul is a first mover and foremost thinker on the impact of the MDRs and DAC6 on the financial services industry, having spoken on the topic at prominent tax conferences in Switzerland and abroad and published detailed analyses in leading periodicals since 2018. As the founder of Millen Tax & Legal GmbH, he advises a range of clients, including banks, trust companies, fund managers and single family offices, on an array of US and cross-border tax and legal matters, most notably FATCA and CRS.