閉じる

FSSAインベストメント・マネージャーズは、アジア・パシフィック、日本、中国、インド、東南アジア及びエマージング株式のスペシャリスト

詳しく見る
閉じる

スチュワート・インベスターズは、1988年の運用開始以降、お客様に代わって長期的な時間軸のもとでポートフォリオを運用(20年超の保有を行う場合も)

詳しく見る
閉じる

リアルインデックスは、時価総額調整インデックス、スマートベータ等のクオンツ・アクティブ戦略を提供するシステマティック株式の雄

詳しく見る

Foreign Account Tax Compliance Act - FATCA

Foreign Account Tax Compliance Act - FATCA

We operate as First Sentier Investors internationally. From 1 July 2014, First Sentier Investors will be required by law to identify and report certain account information to taxation authorities. This obligation stems from the Foreign Account Tax Compliance Act (FATCA) which is effective in all of the countries where First Sentier Investors operate as a result of domestic legislation and tax information exchange agreements.

These obligations require financial institutions, including the investment funds which First Sentier Investors manage, to determine whether accounts are reportable. To do this we need to ask our investors a series of questions regarding their foreign taxation status.

 

In summary:

  • New laws will require us to determine the foreign status of our customers.
  • Each investment fund will either need to report certain account information related to this status to local tax authorities or in some instances directly to the Inland Revenue Service (for certain jurisdictions like Hong Kong).

 

If you would like more information, please reach out to your First Sentier Investors local contact.