Annual Holdings Review Binder
Year-end refresh of wallet inventories and valuation notes for clients who already maintain offline records with us.
Purpose
Clients who completed a Residency Record Pack often need a yearly supplement: revised balance estimates, new devices added, devices retired, and updated annex pages when filing rules change.
Included
- Revised inventory sheets with change log comparing prior year.
- Updated valuation date stamp and methodology footnotes.
- Jurisdiction checklist diff (what changed in your target country’s forms).
Excluded
Full rebinding of original volumes unless requested separately. No tax preparation.
Timeline
Submit change notes within January for Korea spring filing season; other months accepted with stated deadline on intake.