Paul Chapman Ba(hons), M CSI, Adit
About Paul Chapman Ba(hons), M CSI, Adit
Paul Chapman is a Dividends Manager with extensive experience in back office functions, including settlements, reconciliations, and tax compliance. He currently works at Investec Wealth & Investment UK, where he manages a team focused on tax compliance and reporting.
Work at Investec
Paul Chapman has been employed at Investec Wealth & Investment UK since 2008, where he currently holds the position of Dividends Manager. In this role, he oversees a team of 10 staff members, focusing on Tax Compliance, due diligence, and reporting for various international tax regulations including AEOI, FATCA, CRS, and Qualified Intermediary Compliance. Prior to this position, he worked as a Regulatory Reporting & Technical Specialist at Investec since 2015, contributing to the firm's operational efficiency in Liverpool.
Previous Experience at BNY Mellon
Before joining Investec, Paul Chapman worked at BNY Mellon in various capacities. He served as Settlements Manager from 2005 to 2007, followed by a role as Stock Reconciliations Manager from 2007 to 2008. His tenure at BNY Mellon provided him with significant experience in back office functions, including settlements, transfers, reconciliations, dividends, and tax.
Education and Expertise
Paul Chapman studied Economics at London Metropolitan University, earning a Bachelor of Arts (B.A.) from 1993 to 1996. He also attended Moorside High School, where he studied Economics from 1986 to 1990. Additionally, he completed a Full Diploma at the Chartered Institute for Securities & Investment in Investments and Securities from 2007 to 2008. He further enhanced his qualifications by obtaining a Diploma in International Business, Trade, and Tax Law from the Chartered Institute of Taxation from 2016 to 2017. His educational background supports his extensive expertise in securities and tax.
Specialization in Tax and Reporting
Paul Chapman has developed a deep interest in the UK Reporting Fund regime and offshore funds, which he considers a specialty. He is known for his keen interest in tax-related issues, particularly concerning the issuance of C shares by Rolls Royce and the structure of Royal Dutch Shell's A and B Shares. His unique combination of expertise in both securities and tax is underscored by his completion of the full CISI Diploma and the Advanced Diploma in International Taxation (ADIT).