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

Upcoming Webinar: Hearing from the Experts: AI Governance Best Practices

9 September 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes The rapid spread of artificial intelligence in the financial industry presents data teams with novel challenges. AI’s ability to harvest and utilize vast amounts of data has raised concerns about the privacy and security of sensitive proprietary data and the ethical...

BLOG

Reporting Seen Among Use Cases Benefiting from Cloud-based Data Management for AI

Artificial intelligence is being adopted by financial regulators at pace, putting pressure on the financial institutions that the overseers serve to double down on their reporting capabilities. It’s no surprise to find that the same AI that’s helping regulators can aid organisations in getting those reporting procedures in place. To do so, however, they need...

EVENT

TradingTech Summit London

Now in its 14th year the TradingTech Summit London brings together the European trading technology capital markets industry and examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...