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S&P Global Market Intelligence

Jonathan Lim

Director, Regulatory Compliance

Jonathan Lim is a Director with S&P Global. He specializes and has insights in a number of tax reporting regimes including the implementation of FATCA, CRS, OECD Treaty Relief and Compliance Enhancement (TRACE), the US Qualified Intermediary regime, and he has also extensive knowledge and experience in withholding and operational taxes procedures and successfully secured tax treaty benefits for numerous financial institutions in APAC.

Jonathan is also represented on the major tax industry working groups in APAC where he drives best tax practices and policies in the region.

Prior to joining S&P Global, Jonathan was an in-house tax advisor at HSBC and Morgan Stanley providing operational tax technical support with respect to withholding tax and transactional taxes to investors globally. In addition, Jonathan has also worked for PwC Singapore and Hong Kong involving in US tax due diligence, cross-border transactions, mergers and acquisitions, FATCA, and CRS. Clients that Jonathan had worked with are multinational insurance companies, banks, mutual funds and sovereign funds with a diverse investment portfolio in APAC, EMEA, LATAM and NA.