Cayman Islands: Automatic exchange of information – further update

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  • Common Reporting Standard (CRS);
  • US Foreign Account Tax Compliance Act;
  • UK Crown Dependencies and Overseas Territories International Tax Compliance Regulations (UK CDOT); and
  • EU Savings Directive.
  • Early May 2017 – new AEOI portal user guide available for the CRS, US Foreign Account Tax Compliance Act and UK CDOT.
  • Week beginning May 10 2017 – the CRS and US Foreign Account Tax Compliance Act notification and registration function available on theAEOI portal.
  • Week beginning June 12 2017 – CRS and US Foreign Account Tax Compliance Act reporting function available on the AEOI portal.
  • June 30 2017 – CRS and US Foreign Account Tax Compliance Act notification and registration deadline for Cayman financial institutions.
  • July 30 2017 – CRS and US Foreign Account Tax Compliance Act reporting deadline for Cayman reporting financial institutions, for the 2016 reporting year.
  • July 31 2017 – deadline for correcting any errors for US Foreign Account Tax Compliance Act reports for 2014 and/or 2015.
  • December 31 2017 – the review of pre-existing lower value individual accounts and pre-existing entity accounts for CRS purposes must be completed.
  • all information that would be reportable under UK CDOT; and
  • if it has reporting obligations under the CRS, any information that is reportable under the CRS for the United Kingdom as a reportable jurisdiction which is not already reported above.

Published June 29, 2017

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