GCS Agile exhibited FACS at InvestTech 2017

GCS Agile showcased our differentiated FATCA and CRS Service (FACS) at InvestTech 2017 and demonstrated to the Managed Accounts Industry how to efficiently and effectively be compliant with the Common Reporting Standard...

Did you know that CRS has been in effect since July 1, 2017? And, like FATCA, it requires Reporting Financial Institutions that hold accounts on behalf of customers to continually monitor them and provide an auditable platform? Are you compliant? Not sure? Then drop by and see us to find out and see where we can help!
GCS Agile
Posted 1 year ago
Event Details
5th December, 2017
8:30am - 5:00pm
Dockside Convention Centre, Level 1 Cockle Bay Wharf, Darling Harbour

Screenshot 2017 12 01 at 08.16.08

GCS Agile showcased our differentiated FATCA and CRS Service (FACS) at InvestTech 2017 and demonstrated to the Managed Accounts Industry how to efficiently and effectively be compliant with the Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA). 

Screenshot 2017 12 06 at 09.27.08GCS Agile team pictured (left to right) - Romano Nenna, Chief Financial Officer, Tony Jansen, FATCA and CRS Specialist, Gerry Carcour, Chief Executive Officer, Stuart Growse, Chief Digital Officer.

InvestTech conference 2

GCS Agile team pictured (left to right) - Tony Jansen, FATCA and CRS Specialist, Steve Parkinson, Head of Operations, Stuart Growse, Chief Digital Officer.

 

InvestTech 2017 is IMAP’s most forward looking event.  It provides Managed Account Professionals with an understanding of the key drivers that will affect their business.  Advice and investment are in transition and technology is driving that change.

Advice and investment businesses have to determine what technology they use to:

  • Produce and deliver advice
  • Manage client portfolios
  • Implement and administer portfolios
  • Charge fees
  • Report to clients
  • Attain and maintain compliance

Managed accounts are at the forefront of technology change. Businesses can choose among over 50 technology suppliers with live options for the advice and investment profession running managed account portfolios.

Whether it’s the integrated options from platform providers or the specialist functionality which technology providers offer meet specific needs – technology is helping advisers and managers reshape their services.

InvestTech 2017 is the event where the advice and investment professions meet the technology providers and will include:

  • Major local platforms with technology and administration
  • Global technology specialists
  • Global fund managers showcasing US and European capability
  • Fintechs with great new capability

 

InvestTech provided insights into the next big trends in the platform space, including the impact of AI and machine learning and what client engagement will look like in the future. 
And GCS Agile joined to share how platform providers can leverage our FACS service effectively and efficiently to be compliant with an ever increasing number of FATCA and CRS obligations.