Cost Basis Reporting Panel Discussion & Networking Reception – Institutional Insights: Mobilizing for Fixed Income & Options Requirements

Having overcome the unique firm-to-firm challenges posed by Phases 1 and 2 of the cost basis reporting regulations, institutional firms tackle the Phase 3 complexities of Accretion/Amortization and Options processing, and the challenges of integrating back offices, Rate/Tax Reporting vendors, and various upstream and downstream systems into the central cost basis engine. Given the number of moving parts, planning and precise coordination are key to a successful Phase 3.

Scheduled for Thursday, July 18th, 2013, the upcoming panel, Institutional Insights: Mobilizing for Fixed Income & Options Requirements will offer insight into the prime broker cost basis reporting experience. Moderated by Scivantage, the panel event will provide a unique opportunity to interact and learn from your peers, hear from industry experts, and ask questions. Experts from KPMG, Scotiabank, and SunGard Wall Street Concepts will discuss cost basis reporting successes, challenges and resulting best practices

RSVP now to meet with fellow institutional industry executives at this invitation-only event! This topic-driven discussion will cover the latest news and trends affecting your business, including:

+ Final Phase III Fixed Income & Options CBR Regulations

+ Challenges and Overall Impact on Prime Brokerage Firms

+ Lessons Learned & Best Practices

The panel discussion will be followed immediately by a networking reception where you and fellow industry colleagues can celebrate the close of another successful tax year. Click here to register for this Panel Discussion & Networking Reception

Posted in Uncategorized and tagged , , , .