About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Broadridge Announces New Tax Forms Plus Solution

Subscribe to our newsletter

Broadridge Financial Solutions today announced the rollout of Tax Forms Plus, a new application providing automated tax form processing for securities broker-dealers throughout Canada.

With the Tax Forms Plus system, the creation, amendment, duplication and cancellation of a client’s tax forms has been dramatically streamlined, simultaneously offering enhanced scalability, security and flexibility. In addition, the Tax Forms Plus system is fully integrated with Broadridge’s Investor Communications platform for printing and fulfilment of client tax slips.

Michael Dignam, president, Securities Processing Solutions – Canada, Broadridge, noted, “We are pleased to offer the Canadian financial services industry a unique year-end solution combining our strength in developing software services and data/document management capabilities. The result is an efficient management process for delivering client tax slips and files to the Canadian Revenue Agency, Revenu Quebec and the US Internal Revenue Service.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Sponsored by FundGuard: NAV Resilience Under DORA, A Year of Lessons Learned

The EU’s Digital Operational Resilience Act (DORA) came into force a year ago, and is reshaping how asset managers, asset owners and fund service providers think about operational risk. While DORA’s focus is squarely on ICT resilience and third-party dependencies, its implications extend deep into core operational processes that are critical to market integrity, investor...

BLOG

smartKYC QnA: Accelerating Due Diligence at Scale

Hugo Chamberlain is the chief commercial officer of UK-based smartKYC, which has been automating the KYC process since 2014. Data Management Insight spoke to Hugo to find out how the company is helping financial institutions streamline their onboarding processes. Data Management Insight: Hello Hugo. When was smartKYC created and how does it serve financial institutions?...

EVENT

TradingTech Summit New York

Our TradingTech Summit in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

MiFID II Handbook – Second Edition

With the compliance deadline for Markets in Financial Instruments Directive II (MiFID II) just over two months away, A-Team Group has updated its MiFID II handbook to bring you the latest details on the regulation’s compliance requirements. Version 2 of the handbook, commissioned by Thomson Reuters, also includes new sections covering data sourcing and data...