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||Rex is a Tax Partner in the Financial Services team of PwC Hong Kong specializing in the insurance and investment management industries. He is a Fellow of the Association of Chartered Certified Accountants (“ACCA”) and an Associate of the Hong Kong Institute of Certified Public Accountants. Rex was also a member of the Tax Sub-Committee of ACCA. |
Rex has over 18 years of experience in providing tax consulting and planning services to a wide range of life and non-life insurance companies and investment funds in Hong Kong.
He has been involved in various insurance related special assignments such as advising on the tax issues of the merger of the life and non-life operations of two major insurers in Hong Kong; reviewing and advising on the profits tax implications on unit-linked products; assisting life and non-life insurers in settling disputes with the Inland Revenue Department; conducting tax due diligence review and post-deal advisory services for merger and acquisition transactions; and assisting the regional headquarters of a multinational insurance group to formulate the basis of recharging regional expenses to respective locations.
In addition, Rex is also actively involved in providing tax advisory services to his investment management clients (including authorized funds, hedge funds, private equity funds and funds of funds).