The Comply Catch-up

The Comply Catch-Up will provide you with updates specifically related to Comply Exchange, as well as key updates, deadlines, or things to know with respect to your information reporting and withholding requirements. Wondering what new and innovative technologies are on our roadmap? Not sure of new year-end reporting requirements? Need a refresh on upcoming FATCA/CRS Reporting deadlines? Come catch up with Comply here.

The Comply Catch-Up – June 2021 Issue 7

The Comply Catch-Up – June 2021 Issue 7

Comply Updates Now that things are starting to return to normal, we want to share with you this message from our CEO.Comply will be unveiling a new digital experience, ComplyLive, where we will be...

The Comply Catch-Up – May 2021 Issue 6

The Comply Catch-Up – May 2021 Issue 6

Comply Updates We have spent the last month identifying ways that we can continue to streamline our software while adding new functionality to make it easier for our clients to stay compliant. We...

The Comply Catch-Up – April 2021 Issue 5

The Comply Catch-Up – April 2021 Issue 5

Comply Updates   Our Director of Client Services, Jessica Metts, spoke at the Sovos Crypto Currency Workshop. She dove into the Forms W-8 & W-9 collection and withholding rate calculations....

The Comply Catch-Up – March 2021 Issue 4

The Comply Catch-Up – March 2021 Issue 4

Comply Updates   Comply is excited to announce the launch of their latest innovation, the Comply Exchange mobile E-Forms application. Available to fully integrate within account opening...

The Comply Catch-Up – February 2021 Issue 3

The Comply Catch-Up – February 2021 Issue 3

What's new with Comply?   Exciting news from us this month as we bring on board our newest member of the Comply team, Carolyn Luke. Carolyn brings with her over 20 years of experience within...

The Comply Catch-Up – January 2021 Issue 2

The Comply Catch-Up – January 2021 Issue 2

What's new with Comply? Introducing new and exciting technologies! We are turning our heads to the future, and developing new ways to simplify the documentation collection process. Our newest...

The Comply Catch-Up – December 2020 Issue 1

The Comply Catch-Up – December 2020 Issue 1

What's new with Comply? We wanted to start sharing with you all of the exciting things that have been happening with Comply in recent months, including new developments, partnerships and much more....

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