Exchange Data International has entered an agreement to become the exclusive partner for GlobeTax’s withholding tax data and services for use within EDI’s data services. The new service will be available online as part of EDI’s e-Data Suite of products and will “offer a searchable matrix of over 43 million data points of withholding and treaty rate inform-ation, including every permutation type of income, beneficial owner status, residency and year of distribu-tion,” says Jonathan Bloch, EDI’s managing director. It will be targeted at researchers, brokers and custodians needing accurate withholding tax information on real and expected investment income for use within portfolio planning. It then enables clients to use GlobeTax on their behalf to actively recover the tax. GlobeTax processes over 80% of all global tax reclaims on American Depository Receipts on behalf of four out of five of the ADR sponsoring banks for whom it acts as back office provider.
A-Team Insight Blogs
EDI Deal with GlobeTax Adds Withholding Tax Data
Don’t miss this opportunity to view the recording of this recently held webinar. Data analytics are embedded in financial services firms, supporting tasks such as customer satisfaction monitoring and regulatory compliance. They are also becoming more sophisticated, with solutions such as predictive, real-time and Big Data analytics delivering more detailed actionable insights at speed. The...
Blackmore Capital’s Collaboration with OTCfin Completes Integration of ESG Factors into Investment Process
Blackmore Capital, a Melbourne-based asset manager set up in 2018, and New York-based OTCfin have completed the integration of ESG factors with financial data for all Blackmore portfolios. By incorporating ESG factors into Blackmore’s investment process, OTCfin’s risk and regulatory reporting solution will help the asset manager’s team improve portfolio monitoring from both a financial...
The Data Management Summit Europe Virtual brings together the European data management community to explore the latest challenges, opportunities and data innovations facing sell side and buy side financial institutions.
Following on from the success of our Regulatory Data Handbook, A-Team Group is pleased to introduce its new Entity Data Management Handbook which is available for free download. This Handbook is the ultimate guide to all things entity data: Why Entity Data is important A full review of Legal Entity Identifiers (LEIs) Where they came...