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FATCA Withholding from a Security Master and Payment Perspective

Presented by Justin Hopkins at the Nordic FATCA & Withholding Tax Congress in Stockholm, Sweden, June 12-13, 2013.

Broadridge's Strategic Project Manager Justin Hopkins discussed key considerations about FATCA witholding, including:

  • What is and is not subject to FATCA withholding
  • Classifying securities under the FATCA rules
  • FATCA vs. NRA tax withholding