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AIMA Australia FATCA update session

AIMA Australia

Friday, 4 April 2014 from 12:30 PM to 2:00 PM (AEDT)

AIMA Australia FATCA update session

Ticket Information

Type End Quantity
AIMA member - Sydney Ended Free  
AIMA non-member - Sydney Ended Free  
AIMA member - Melbourne Ended Free  
AIMA non-member - Melbourne Ended Free  

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Event Details

Session Overview:

The purpose of this session is to:

  • Provide an update of the status of current FATCA regulations and Intergovernmental Agreement's (IGA's), and highlight the differences between typical jurisdictions fund managers operate in
  • Discuss the impending FATCA deadline of 25 April 2014 and next steps required in order to achieve compliance
  • Walk through the Foreign Financial Institution (FFI) registration process
  • Q&A

Profiles of Speakers:

Yong Lee - Yong is a Director in EY’s Financial Services practice.  He has previously worked at a number of financial groups including CBA, Merrill Lynch and HSBC. Whilst at EY, Yong has led EY’s FATCA initiative from a tax technical perspective.  He has successfully delivered FATCA impact assessment projects in Asia and Australia for a range of clients including the industry bodies, fund managers, wealth management groups and life insurance companies.

Terence Tan - Terence is a director in EY's Financial Services practice. Terence was a leading member of the FATCA interpretative engagement performed by EY for the Australian Bankers’ Association. Terence is currently leading FATCA engagements for many financial services organisations including a global registry provider, a global insurance company, a large Australian based asset manager and a large Australian based professional trustee organisation. Prior to joining EY, Terence was a member of the internal tax group of a large Australian bank giving him practical insights into the operation of financial institutions.

RSVP procedures

Space is limited so we recommend that you register early to avoid dissapointment. Tickets will be intially limited to 2 per AIMA Member and Hedge Fund Managers.

Please select the link above to register. You will be able to attend this event at EY's offices in Sydney and Melbourne (via video conference). Please register using the appropriate ticket type. For those attending in Melbourne the venue details are as follows:


EY Office Level 23,8 Exhibition Street Melbourne 3000
Room: 23.04

Have questions about AIMA Australia FATCA update session? Contact AIMA Australia

When & Where

Ernst & Young
Room 32.16, Level 32
680 George St
Sydney, NSW 2000

Friday, 4 April 2014 from 12:30 PM to 2:00 PM (AEDT)

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AIMA Australia FATCA update session
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