Midshore have developed a full CRS service offering, which can be tailored to the requirements of your business. The team at Midshore bring together a variety of skills, including regulatory implementation, project management and IT to bring you a holistic solution. CRS is going to be with us for the long-run and businesses need to think about integration of certain tasks (such as entity classification) into their ongoing business processes whilst ensuring that specialist tasks (such as annual reporting) is scheduled into the business year.
Midshore are pleased to assist you with CRS as much or as little as you want; whether as a sounding board for guidance, reviewing key policies and procedures, assisting with compilation and submission of reports or full project management to ensure your compliance with the requirements of CRS. We can offer a level of service tailored to your budget.
- CRS Awareness Training for All Staff (can be combined with FATCA Awareness)
- Responsible Officer Training
- Specialist Regulatory Training
- Automatic Exchange of Information Policy (incorporating CRS)
- Ensuring Processes & Procedures incorporate CRS
- Review of Terms & Conditions
- Ensuring forms contain appropriate tax residency declarations
Review and Support Services
- Remediation of Individual & Entity Information
- Compilation and Submission of CRS reporting
- Project management & scoping
- Assure by Midshore – your available helpline for all questions