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

EDI and Goal Team for Trade Cycle Tax Solution

Subscribe to our newsletter

Reference data provider Exchange Data International has entered into a strategic alliance with Goal Group, which develops systems handling the taxation elements of the securities processing cycle.

Goal’s offering, GTRS, automates the process of reclaiming cross-border withholding tax on securities investment income, such as dividends, supported by EDI’s international securities administration data. Custodian banks reclaim tax on income from cross-border securities that has been withheld by foreign governments based on international Double Taxation treaties. The company’s client base includes five of the top 10 global custodian banks.

Jonathan Bloch, EDI managing director, says “Top quality data at every point in the securities processing cycle is essential for institutions to maintain and improve their standards of customer service”.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Unlocking Transparency in Private Markets: Data-Driven Strategies in Asset Management

As asset managers continue to increase their allocations in private assets, the demand for greater transparency, risk oversight, and operational efficiency is growing rapidly. Managing private markets data presents its own set of unique challenges due to a lack of transparency, disparate sources and lack of standardization. Without reliable access, your firm may face inefficiencies,...

BLOG

A-Team Group Announces Winners of the AI in Capital Markets Awards 2025

A-Team Group has announced the winners of the inaugural AI in Capital Markets Awards 2025, celebrating the most innovative and impactful applications of artificial intelligence and machine learning across the global financial markets. The new awards programme recognises technologies that have moved beyond proof-of-concept to deliver measurable value, supporting efficiency, resilience, and insight generation across...

EVENT

Data Management Summit New York City

Now in its 15th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

BCBS 239 Data Management Handbook

Our 2015/2016 edition of the BCBS 239 Data Management Handbook has arrived! Printed copies went like hotcakes at our Data Management Summit in New York but you can download your own copy here and get access to detailed information on the  principles and implications of BCBS 239 on Data Management. This Handbook provides an at-a-glance...