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Steven Kong

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OVERVIEW

Steven is responsible for the provision of regulatory services on a delegated basis to clients, with particular emphasis on FATCA and CRS compliance and other related services.  He assists clients in obtaining the required documentation to ensure compliance with the FATCA & CRS regulations, preparing and submitting the required information on reportable account holders to the relevant Tax Authorities.   

BACKGROUND

Previously, Steven worked at World Trade Securities Ltd. and specialised in trade desk risk management for two years.  Prior to this, he worked at Golden Market Management Ltd. in a similar position. 

LANGUAGES SPOKEN

Cantonese

Mandarin

AREAS OF EXPERTISE

AEOI - FATCA & CRS

EDUCATION

McGill University, Canada, Bachelors of Commerce (Honours), Finance and Economics, 2009

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