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 Provides Probate Valuation Service To Title Research

Subscribe to our newsletter

Interactive Data Corporation, a provider of financial market data, analytics and related solutions, today announced that its Pricing and Reference Data Business is providing its Probate Valuations service to Title Research, an estate administration and specialist probate research company. Launched in 2006, the service can help clients to value UK and international securities for probate purposes and is designed to conform to HM Revenue & Customs (HMRC) requirements for Probate and Inheritance Tax valuations.

Interactive Data’s Probate Valuations service 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. Valuations of hard-to-price securities are also available. Interactive Data provides this data from stock exchanges, fund managers and other sources worldwide. The service is designed for use by estate administrators, stockbrokers, fund managers, private client wealth managers and solicitors.

“Interactive Data’s Probate Valuations service offers a timely solution to what can be a complicated, expensive and time-consuming task,” said Anthony Neville, divisional director, Interactive Data. “Our large team of professionals is dedicated to the production and delivery of this service and provides a fast turnaround time.”

Julia Szczepanski, general manager, Title Research, added: “Our agreement with Interactive Data allows our clients to rapidly access share valuation data from a leading global provider at a much more affordable price, while receiving a high level of client support.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Streamlining trading and investment processes with data standards and identifiers

Financial institutions are integrating not only greater volumes of data for use across their organisation but also more varieties of data. As well, that data is being applied to more use cases than ever before, especially regulatory compliance and ESG integration. Due to this increased complexity of institutions’ data needs, however, information often arrives into...

BLOG

Cautious and Steady Adoption of Unstructured Data Capabilities Advocated by Experts in DMI Webinar

Financial institutions are taking a considered approach to integrating unstructured data into their systems, exercising caution as they get to grips with the mushrooming data format and the technology that is enabling generation of it. At the most recent A-Team Group Data Management Insight webinar, experts and audience members alike attested to the growing importance...

EVENT

RegTech Summit London

Now in its 9th year, the RegTech Summit in London will bring together the RegTech ecosystem to explore how the European capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

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...