2018 Client Tax Reporting


As international tax regulations become more stringent, clients may face challenges in reporting their onshore and offshore assets to tax authorities. Clients may, therefore, request financial institutions to provide tax reports, which consist of tax information like income, capital gains or wealth, in order to assist themselves in filing tax returns according to the respective tax law. Financial institutions may provide country-specific tax reports, which are created based on specific tax treatments and calculation rules of the respective country, or generic tax reports for countries that are not covered in country-specific tax reports offering.

In partnership with BearingPoint, Asian Private Banker will deliver the deepest and most innovative study on client tax reporting of private banks in Asia. Focusing exclusively on private banks in Asia, it will examine the impact of existing and future regulatory initiatives, the different approaches and strategies adopted by private banks, as well as the changes in their offered services to Asia’s HNWIs/UHNWIs.

Kindly note that the survey takes approximately 10 mins and all our collected data will be treated with utmost confidentiality; we will present data only on an aggregated basis, and we will not disclose any information about our contributors on an individual basis. We are also happy to provide you with an NDA, if necessary. Last, all contributors will receive an executive summary of our research findings.

For more information, contact Stratos Pourzitakis at stratos.p@asianprivatebanker.com

This survey is conducted independently by Asian Private Banker, made possible through the sponsorship of BearingPoint.


Contribute to this year’s survey to receive your complimentary copy of the executive summary.