Latest developments in Common Reporting Standard (CRS) and digital assets

Kathleen Wang, Tax Partner, PwC Hong Kong

Kathleen Wang is a tax partner at PwC Hong Kong. She has extensive expertise in CRS projects for various financial institutions, including banking, insurance, fund, REIT as well as other non-FI segment clients.

She has contributed to PwC publications on the latest OECD developments in the CRS and Automatic Exchange of Information, and also delivered speech in a number of CRS seminars and trainings organized by governmental body and industry organization. She assisted a number of banks, insurance companies, funds and MNCs in handling their CRS compliance matters.

She also has experience in providing tax compliance and consultation services to various multinational and Hong Kong companies, including tax planning, tax restructuring, corporate compliance review, and negotiation/conciliation with tax authority.

Kathleen obtained her master degree in Finance from the University of Hong Kong, and is also council member of The Tax Institution of Hong Kong (TIHK), committee member of Hong Kong Fukien Chamber of Commerce, and member of HKICPA.

Jeffrey Ip, Senior Manager, Tax Reporting and Strategy, PwC Hong Kong

Jeffrey Ip is a senior manager in the Tax Reporting and Strategy practice at PwC Hong Kong, with over 11 years of experience in both corporate compliance and digital transformation, he has played a pivotal role in advising clients in Hong Kong, Singapore, and Taiwan on a wide range of CRS-related matters, focusing on both advisory and reporting aspects.

He also specializes in corporate process analysis and optimization, utilizing different digital tools such as automation, data visualization, and artificial intelligence to deliver solutions tailored to his clients' needs.

He holds a Bachelor of Economics from The Chinese University of Hong Kong and a Bachelor of Laws from the University of London. He is a member of both the Association of Chartered Certified Accountants (ACCA) and The Hong Kong Chartered Governance Institute (HKCGI).

Terri Yu, Manager, Corporate Tax, PwC Hong Kong

Terri Yu is a Manager in the Corporate Tax services of PwC Hong Kong. She has more than 8 years of experience in providing tax consulting services to local, regional, multi-national and listed companies. She also has extensive experience in advising financial institutions, including banks, family trusts, funds, REITs as well as other non-FI segment clients on CRS compliance matters.

Throughout the years, Terri has been dedicated to offering tax advice and solutions to clients across various industries. She has also assisted clients in handling different types of tax disputes with tax authority.

Terri holds a Bachelor of Business Administration degree, majoring in Accounting and Economics, from the Hong Kong University of Science and Technology. Additionally, she is a member of the Hong Kong Institute of Certified Public Accountants (HKICPA).

• The webinar is conducted in Cantonese.
• The webinar is broadcast via ON24.
• Each enrolee will receive an email confirmation including the webinar access link and password after successful registration.
• Enrolee can access the recorded webinar until 30 June 2026.
• Enrolee’s own attendance record can be downloaded in the webinar platform after attending the webinar.
• The series is under ACCA’s Subsidy CPD Scheme. In the Scheme, three percent of seats of our selected CPD events are open on a complimentary and first-come, first-served basis to members who are currently entitled to reduced subscription and retired members on ACCA’s register. ACCA Hong Kong reserves the right to determine which CPD events are included under the Subsidy CPD Scheme. If you are eligible for the Scheme and would like to join the series, please drop us an email to hkinfo@accaglobal.com for enquiries.