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CRA’s Revised CRS Guidance: What Financial Institutions Need to Know

CRA’s Revised CRS Guidance: What Financial Institutions Need to Know

On December 19, 2025, the Canada Revenue Agency (CRA) released revised guidance on the Common Reporting Standard (CRS), reshaping due diligence and reporting obligations for financial institutions, including banks, credit unions, portfolio managers, and collective investment vehicles – from mutual funds and ETFs to private equity funds, hedge funds, venture capital funds, and leverage buy-out funds.

The amended guidance introduces several new compliance changes for financial institutions.

This webinar will address:

  • Key Highlights From the Amended CRS Guidance
  • The Evolving Landscape of Financial Institutions Subject to CRS
  • Due Diligence Changes
  • Reporting Changes
  • Practical Action Items for Financial Institutions

 

Our Guests:

Grace Pereira | Partner | Borden Ladner Gervais LLP

Tony Zhang | Tax Lawyer | Borden Ladner Gervais LLP

Alex Gall | Articling Student | Borden Ladner Gervais LLP

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