Showing the single result

  • CRS Reporting Information Repository

    The CRS Reporting Information Repository is an excel-based tool developed to aid fiduciaries in compiling and streamlining their collection of CRS (and FATCA) information. The Repository ensures that all the information necessary for CRS Reporting for multiple entity types across multiple jurisdictions is assembled in a user-friendly format. While designed to service the CRS reporting needs of fiduciaries of most private wealth planning structures, the tool remains adaptable to the interests or idiosyncrasies of your own unique operations.