Committee

Global Tax Committee

Global tax activities will include three co-branded meetings and monthly calls with the Tax Committee. Separate Global Tax Committee meetings in London also are envisaged. These Global Tax Committee meetings in London will be modelled after the Tax Advisory Group, which is composed of both members and outside consultants. Additional phone calls will be held as necessary.

Through both the Tax Committee and the Global Tax Committee, we will address tax issues affecting funds arising from global, regional, and national legislative and regulatory initiatives.

Key Issues of Interest

  • Global initiatives (e.g., the development of a consensus solution to the allocation of international taxing rights)
  • Favourable withholding tax treatment (e.g., tax treaty eligibility) for funds and their investors
  • Country-specific investing tax issues (e.g., capital gains tax issues in countries such as India)
  • Tax issues for fund managers (e.g., public country-by-country reporting, taxing the digital economy, India based fund manager (IBFM) tax regime)
  • Financial transaction tax (FTT)
  • Investor tax-reporting compliance initiatives (e.g., the Common Reporting Standard)
  • EU Tax Reclaims under Article 63 of the Treaty on the Functioning of the European Union

Committee Members

Chairperson

Joy Lopez

Committee Coordinator

Administrative Contact

Committee Meetings


The Global Tax Committee will have three cobranded meetings with the Tax Committee and monthly phone calls and other calls as necessary tools.

Membership Information


Each member is eligible to participate in Global Tax Committee activities.