Tax and regulatory updates for insurance companies

Institute of Financial Studies organizes in partnership with PricewaterhouseCoopers, a workshop dedicated to insurance and reinsurance companies in Romania, Tax and regulatory updates for insurance companies.

The workshop will take place on May 22nd and focuses on the new developments of the tax treatment of financial instruments, transfer pricing, key issues on the Solvency II and IDD. This workshop is intended for all people interested in the new fiscal treatments, the implications that the audit legislation has on the activity of insurance companies and the challenges that the IDD will bring.

Agenda:

1. Tax updates

• Fiscal treatment of financial instruments under IFRS
• Assignment of receivables starting 2018 – proposed solutions
• Recent issues and practices on Transfer pricing
• Portfolio reorganisation and consolidation - a tax perspective

2. Accounting topics

• Solvency II - Key judgement areas and lessons learned
• Implications of audit legislation for insurance companies and public interest entities

3. Insurance distribution directive – IDD

• Key challenges for insurance companies

Trainers:

• Alexandra Smedoiu, Director Tax Services, PricewaterhouseCoopers
• Alexandra Bălan, Manager Capital Markets and Accounting, PricewaterhouseCoopers
• Diana Rosu, Senior Manager Tax Services, PricewaterhouseCoopers
• Andreea Negrutiu, Senior Manager Audit Services, PricewaterhouseCoopers
• Denis Levanti, Manager Capital Markets and Accounting, PricewaterhouseCoopers

The workshop will take place between 09:00 and 13:30, the location will be announced later.
The necessary investment for this event is of 650 lei + VAT/person.
For the registration of more than 2 persons within the same organization will be granted a discount of 5%.