Acerca de
JOIN US THIS JUNE
Across the industry, the same questions keep surfacing: MiKaDiv goes live in January 2027 - who actually owns the data chain? EU FASTER rewrites relief at source obligations but the implementation detail is still thin on the ground. US withholding tax frameworks are quietly shifting. And somewhere upstream, a custody chain or fund administrator is sitting on data that your team needs but can't easily access.
These aren't problems any single firm is going to solve in isolation. The institutions that are moving fastest are the ones that got honest early - with their peers, advisors, and technology partners - about what they don't have and what needs to change.
That's what this session is for. No slides. No pitch. A candid, facilitated conversation among a small group of likeminded individuals who are working through the same challenges.
1st Jan 2027
MiKaDiv goes live. Most institutions are still mapping their data chain obligations.
67%
of errors in WHT reclaim and corporate actions processing are driven by data issues, not process failures
Declining
Automation levels are falling across custodians and brokers even as volumes and regulatory obligations grow.
THE CONVERSATION
MiKaDiv
Where are institutions genuinely in the readiness curve, and what is the data chain holding them back?
US withholding tax
1042-S and QI obligations. What is changing, what is the documentation burden, and where does automation help?
Data chain & connectivity
Custodians, sub-custodians, fund admins, transfer agents - the data you need is fragmented across all of them. What does a workable architecture look like?
EU FASTER
Relief at source in practice: how do you operationalise a regulatory framework that is still being written?
Industry utility models
Is there a shared infrastructure play here? Who owns the standardisation effort and who benefits?
Peer exchange
What are others actually doing (not what they say in RFP responses) to build resilience before the deadlines land?
EVENT DETAILS
FORMAT
Private roundtable
15-20 attendees
LOCATION
Paris
(venue to be confirmed)
DATE
Thursday 4 June 2026,
2pm onwards
HOSTED BY
Xceptor
14:00
Arrival & welcome:
Introductions and scene setting
14:15
Regulatory briefing:
A short framing on what is confirmed and what is still open across MiKaDiv, EU FASTER, and the US withholding tax changes (15 minutes)
14:30
Facilitated roundtable:
Open discussion across the five themes above. Chatham House rules. No recording. No attribution.
16:30
Close & wrap:
Key themes captured, next steps agreed with the group
17:00
Drinks & nibbles:
Informal close. No agenda, no presentations. The conversations that matter tend to happen here.
Post-event
Summary note:
A short summary of the key themes - anonymised - shared with all attendees.
JOIN THE EXECUTIVE ROUNDTABLE DISCUSSION
Places are limited and invitations are extended selectively. If you are working on tax operations readiness for MiKaDiv, EU FASTER, or the US withholding tax changes - and you want to spend an afternoon with others who are too - we would like you to be in the room.
Registration is subject to a qualification process and approval. Please complete the form below and we will be in touch to confirm your access.
©2026 by Connect Global Group | All rights reserved