How to deal effectively with CRS today

Michael Olesnicky of KPMG

Jul 25, 2017

In a video interview, Michael Olesnicky of KPMG discusses CRS and what it means for wealth management today – both for clients as well as advisers.

Jump to section:

1. What is CRS and what does it mean for wealth management today?

2. What are the implications for clients?

3. What process should a client follow to get this right?

4. Do you get a sense that there are some quick-fix solutions being suggested to clients that probably won’t work?

5. How can clients optimise their tax situation?

Video transcript

1. What is CRS and what does it mean for wealth management today?

2. What are the implications for clients?

3. What process should a client follow to get this right?

4. Do you get a sense that there are some quick-fix solutions being suggested to clients that probably won’t work?

5. How can clients optimise their tax situation?

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