About a-team Marketing Services
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: Executing the Migration to Cloud to Enable Scalability and Innovation

Cloud-based services and processing have become essential to financial institutions as their data management demands have become more complex and expansive. Thousands of organisations have made the jump from their limited on-premises tech stacks to the near-infinite scalability opportunities of public and private clouds. They have also been motivated by the need to modernise their...

BLOG

MCPs in Data Management: A Fundamental Shift in Scaling AI

The breakneck development of artificial intelligence tools and applications is visible in the rapid emergence every six months or so of “the next big thing”. Generative AI was the big thing two years ago, agents were the big thing last year and this year it’s the turn of Model Context Protocols (MCPs). Attracting the “game...

EVENT

TEST Event page 1

Now in its 15th 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

Regulatory Data Handbook 2026 – Fourteenth Edition

Welcome to the fourteenth edition of A-Team Group’s Regulatory Data Handbook. Supervisors increasingly expect firms to demonstrate which rules apply, which data supports each obligation, who owns the control and how exceptions are identified and resolved. Policies and implementation programmes must now be supported by records that can withstand regulatory scrutiny. This edition examines material...