Tax Information Reporting Working Group

FIF has scheduled the next call for the Tax Information Reporting Working Group for Thursday April 18 at 3 pm ET. Representatives from Wolters Kluwer will provide an update on amendments to the Section 871(m) regulations applying the Section 871(m) withholding tax on “dividend equivalent payments” to long U.S. equity-linked derivative positions that have a “delta” of .8 or greater.

POSTED Apr 15,2024

FIF In-Person Event: Hosted by OTC Markets

FIF will hold an in-person event at the offices of OTC Markets on Monday May 6th from 5-8 pm ET. The 1st panel will discuss current regulatory challenges for digital assets. The second panel will discuss current implementation challenges, including SEC Rule 605, FINRA Rule 6151 (Rule 606 filings with FINRA), SEC Rule 13f-2 (short position reporting), CAT, and fractional shares on the TRF. The event will take place at the offices of OTC Markets at 300 Vesey Street, 12th Floor, New York, NY. Registration in the lobby and networking begins at 4:15 pm ET. The speaking engagement will be from 5-6:30 pm ET with refreshments and networking afterwards from 6:30-8 pm ET. FIF Members may register for free here. The event is almost half booked, so secure your spot today before they run out. FIF would like to thank OTC Markets for once again hosting an in-person event.

POSTED Apr 08,2024

CAT Transaction Reporting and CAT CAIS Working Groups

FIF has cancelled the CAT Transaction Reporting and CAT CAIS Working Group calls for this week. The next call for the CAT CAIS Working Group will be on Wednesday April 17 at 11 am ET. The next call for the CAT Transaction Reporting Working Group will be on Wednesday April 17 at 2 pm ET.

POSTED Apr 08,2024

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