A Complimentary Webinar Discussion:

Tax Reporting Series | TRACE Edition

Best Practices in Streamlining Withholding Tax Procedures

Thursday, 27 May 2021

11 am Central European Time | 12 pm Finland Time

Produced in Partnership with

About This Webinar

Only a few months to go until Finland goes live with its withholding tax treaty claim process for non-resident portfolio investors, being the first country to adopt TRACE, the OECD Treaty Relief and Compliance Enhancement Package.

TRACE was created to streamline the procedures for claiming reduced tax rates by leveraging on the central role of intermediaries, that, when becoming Authorised Intermediaries, agree to the automatic exchange of information, thus taking advantage of the opportunity to simplify cross-border investments for its clients.

Learn about the real advantages of TRACE, for Finland introducing some adaptations, for potential further countries adopting this regime, and last but not least for clients and their custodians registering as AI. Are there Challenges for the industry and how do experts assess the success of this initiative regarding the potential for second and third movers?

Webinar Panel
Pilar Espejo

Director, Global Head of Tax and Policy Assurance - Tax & Regulatory, Asset Servicing

Nigel Nelkon

Global Head of Tax Business Services

View Bio
Emma Pulkkinen

Tax Specialist

Virpi Pasanen

Director, Tax and Legal Services

Rupert Brandstetter

Product Manager


During this 60 minute webinar the expert Panel will cover:

The advantages of TRACE
The particulars in Finland
The implementation challenges
The future of TRACE

SDS is continuously setting digital standards in financial market operations, regulations and compliance solutions for the international financial industry. The comprehensive SDS portfolio covers state-of-the-future products and services for all customer and market-related processes, ranging from global securities and derivate processing, regulatory, tax and compliance automation, solution-based consulting, professional testing services to managed services. More than 3,000 financial institutions worldwide with over 10,000 users in +80 countries trust in SDS and its sustainable business values. With our proven industry experience of over 4 decades, we have become a highly trusted and equally reliable partner of renowned financial institutions all over the world. SDS is Member of Deutsche Telekom, one of the world’s leading providers of information and communications technology.