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

Interactive Data Adds More Data to Probate Valuation Service

Subscribe to our newsletter

Interactive Data Corporation’s Pricing and Reference Data business has enhanced its Probate Valuation service by adding valuations for new instruments including hard to price securities.

According to the vendor, the service now offers valuations for more than six million global listed securities and funds, as well as unit trusts, and takes into account undistributed dividends and interest.

The service, which was first launched in 2006, is aimed at helping clients to value UK and international securities for estate administration purposes. It has been designed to conform to HM Revenue & Customs (HMRC) requirements for probate and inheritance tax valuations.

The data is provided from stock exchanges, fund managers and other sources worldwide via Interactive Data’s Pricing and Reference Data business. Anthony Neville, divisional director of Interactive Data, explains that the turnaround time for the delivery of the service is between 24 and 48 hours.

The service has been designed for use by fund managers, private client wealth managers, stockbrokers and solicitors. One such user, Geoff Walker, partner at Killik & Co, is pleased with the service improvements: “We are finding that the service increases the efficiency of our internal resources and is proving to be cost effective too.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Best practices for data lineage and metadata management to support evolving data operations

Data lineage is key to tracking data from source to consumption and any changes to the data along the way. Metadata management provides governance and control, ensuring high quality, consistent and accurate data across a financial institution. It can be used at all levels of an organisation from the C-suite to data stewards, analysts and...

BLOG

Alveo Integrates MSCI ESG Research Content into DaaS Data Management Solution

Alveo has integrated MSCI ESG Research content into its Data-as-a-Service (DaaS) data management solution, giving clients access to both firms’ data and cloud data management capabilities, and providing solutions that integrate MSCI’s content into client workflows and help business users self-serve. Integrated MSCI content includes MSCI ESG Ratings, ESG Controversies and ESG Sustainable Impact Metrics,...

EVENT

Regulatory Reporting Briefing, London

RegTech Insight (from A-Team Group) is proud to announce the launch of its Regulatory Reporting Briefing taking place in London and focusing on: Preparing for the EMIR Re-Fit

GUIDE

Regulatory Data Handbook – Third Edition

Need to know all the essentials about the regulations impacting data management? Welcome to the third edition of our A-Team Regulatory Data Handbook which provides all the essentials about regulations impacting data management. A-Team’s series of Regulatory Data Handbooks are a great way to see at-a-glance: All the regulations that are impacting data management today...