UnscheduledInnovative Financial Products

This is a 3-day course designed to provide participants with in-depth analyses of the regulatory, accounting and tax issues arising from the use of hybrids, derivatives and other innovative financial products such as repos and securities lending transactions. Particular attention is given to the tax treatment of these innovative financial products from a domestic and international tax perspective. The course will also include practical case studies to enable participants to gain confidence in applying the skills acquired during the formal lectures.

This is an interactive course with a maximum of 30 participants. Prior to the course, participants will be given access to an online platform which provides them with additional pre-reading material and supplementary material (e.g. legal documentation, case law and related articles/literature). During the course, participants will be provided with a course binder containing documents relevant to the course.

The course is suitable for practitioners in tax advisory firms, tax specialists in commerce and industry, finance professionals and government officials who wish to gain a complete understanding of the subject.

 

This is an advanced level course. Participants should be familiar with the structure of tax treaties and their basic allocation rules in addition to the domestic law of at least one country, in particular as it relates to cross-border situations. The course will be taught by experienced international practitioners in the field of hybrid and derivative financial instruments.

In order to participate in this particular course, no advance preparation is necessary. However, for some courses, suggested reading materials will be made available on our online platform a few weeks before the start of the course.

To safeguard the interactive nature of the course, including group discussions and case studies, a maximum of 30 participants will be accepted. Early registration is therefore recommended.

Recommended CPE points for this course: 20 (in accordance with the standards of the National Registry of CPE points, CPE credits are granted based on a 50-minute hour). Read more information on CPE points and accreditation for ITA courses.
 

The course fee covers participation in the course, all course materials, lunch, coffee/tea and refreshments. The costs of accommodation and transport are not covered. If you have any other questions regarding attendance of the course, travel arrangements, payments and cancellations, please consult our FAQ.