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Investment Plans — Act Now to Obtain Investor GST Details

Investment Plans - Act now for investor GST details

Distributed investment plans should be prepared to comply with upcoming GST/HST and QST obligations.

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Distributed investment plans should be getting ready to ask their investors about specific details in order to comply with upcoming GST/HST and QST obligations. Investors must share certain information under the information sharing rules in the GST/HST and QST legislation. Also, some investors should be gearing up to automatically give their investment plans certain information—even if they have not received any formal request. Distributed investment plans rely on cooperation from their investors in order to prepare their calculations and update their systems so they can fulfill their GST/HST and QST filing obligations.

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