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Anna Cafassi, Adit is listed as Head of Corporate Actions, Taxes and Custody Bank at Swissquote, a company with 747 employees, based in Lausanne, Vaud, Switzerland. AeroLeads shows a matched LinkedIn profile for Anna Cafassi, Adit.
Anna Cafassi, Adit previously worked as Responsible Taxes and Custody Bank at Swissquote and Responsible Custody Bank at Swissquote. Anna Cafassi, Adit holds Advanced Diploma In International Taxation, Taxation, Advanced Diploma In International Taxation from Adit International Tax.
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Anna Cafassi, Adit is a Head of Corporate Actions, Taxes and Custody Bank at Swissquote. He is proficient in Polish, French and English.
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- Lead three teams of 25 to 30 headcounts (supervise, coach and empower, set objectives, develop talent, review performance, control budget)- Control KPIs to ensure business deliverables- Lead complex technical projects (obtaining IRS QDD status, set up of IRS section 1446 (a) and (f), secure & guide internal projects to improve working tools and optimize.
Gland, Vaud, Switzerland
Responsible of the team looking after:- Production of AEOI reporting- Production of QI and FATCA reporting (including transactions' reconciliation)- Debit oversight and reporting of several national and international Taxes (IFTT, FFTT, TOB, Italian tax on bonds, Swiss additional withholding tax)- Review of Withholding tax rates and double taxation.
Gland, Vaud, Switzerland
Responsible of the team looking after:- Supervision of activities within the LPCC (Loi sur les placements collectifs de capitaux) and the related directives, in particular OPCC, OPC-FINMA, SFAMA Directives- Verification of NAV calculations- Verification of compliance with investment policies- Management of subscriptions and redemptions and fund payment.
Gland, Vaud, Switzerland
Responsible of the team looking after:- Processing and monitoring of transfer operations, receptions and/or delivery free of payment and versus payment- Contact with counterparties and agents- Management of the shareholders' register- Processing of physical shares
-Review and final sign-off of varying complexity NAVs;-Ensured timely receipt of all deliverables by the client; 100% of SLAs met;-Review and final sign off of fund performance data;-Acted as the primary dedicated contact for all contacts at a client's offices on operational and client servicing issues; addressed client requests in a timely manner and.
-Timely NAV calculations of daily, weekly, monthly funds;-Pricing of multi-currency, multi-class weekly & monthly funds comprising of swaps, multi-broker futures, FX’s, options, treasury inflated protected securities;-Liaised with custodians to resolve any reconciliation issues and with investment managers to ensure efficient flow of information.
Other employees you can reach at swissquote.com. View company contacts for 747 employees →
Jason Juliano
Colleague at Swissquote
Palos Verdes Peninsula, California, United States, United States
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ZK
Zuzana Klimkova
Colleague at Swissquote
Malta, Malta
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SJ
Stefan Joshua Felder
Colleague at Swissquote
Zurich, Zurich, Switzerland, Switzerland
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MO
Mark Ortiz
Colleague at Swissquote
Greater Barcelona Metropolitan Area, Spain
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DS
Deniz Sert
Colleague at Swissquote
Zurich, Zurich, Switzerland, Switzerland
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MJ
Manel Jeri
Colleague at Swissquote
Tunis, Tunisia, Tunisia
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LT
Lionel Tallant
Colleague at Swissquote
Lausanne, Vaud, Switzerland, Switzerland
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EP
Enzo Piccolo
Colleague at Swissquote
Thalwil, Zurich, Switzerland, Switzerland
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TC
Théo Choffat
Colleague at Swissquote
Lausanne Metropolitan Area, Switzerland
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OB
Oksana Bazalii
Colleague at Swissquote
Gland, Vaud, Switzerland, Switzerland
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-Principles of International Taxation -EU Direct Tax -Transfer Pricing
The course aimed to give a relevant and practical insight into Trading, Investing and Personal Wealth Management.
Quick answers generated from the profile data available on this page.
Anna Cafassi, Adit works for Swissquote.
Anna Cafassi, Adit is listed as Head of Corporate Actions, Taxes and Custody Bank at Swissquote.
Anna Cafassi, Adit is based in Lausanne, Vaud, Switzerland while working with Swissquote.
Anna Cafassi, Adit has worked for Swissquote and Bny Mellon.
Anna Cafassi, Adit's colleagues at Swissquote include Jason Juliano, Zuzana Klimkova, Stefan Joshua Felder, Mark Ortiz, and Deniz Sert.
You can use AeroLeads to view verified contact signals for Anna Cafassi, Adit at Swissquote, including work email, phone, and LinkedIn data when available.
Anna Cafassi, Adit holds Advanced Diploma In International Taxation, Taxation, Advanced Diploma In International Taxation from Adit International Tax.
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