The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Interactive Data Provides Probate Valuation Service To Title Research

Share article

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.”

Related content

WEBINAR

Recorded Webinar: Last minute preparations for SFTR: What still needs to be done and are we ready?

The regulation clock is ticking. Financial firms, especially those subject to Phase I of implementation, are well aware of the impending April 2020 deadline for the Securities Financing Transactions Regulation. The question is, are they ready? Tactical, i.e painful, approaches to compliance won’t be good enough. A strategic plan of attack is necessary to combat...

BLOG

New Managed Data Service from Bloomberg Opens up Enterprise-Wide Access

Bloomberg has launched a new managed service, Data License Plus (DL+), to aggregate a client’s Bloomberg data into a single dataset, enabling users to explore and interact with it through a web-based user interface. The new service aims to make DL data easier to access throughout the enterprise, while reducing the need for data processing....

EVENT

Data Management Summit USA Virtual

Data Management Summit USA Virtual will explore how sell side and buy side financial institutions are navigating the global crisis and adapting their data strategies to manage in today’s new normal environment.

GUIDE

Preparing For Primetime – How to Benefit from the Global LEI

They say time flies when you’re enjoying yourself, and so it seems the industry have been having a blast with its preparations for the introduction of the global legal entity identifier (LEI) next month. But now it’s time to get serious. To date, much of the industry debate has centred on the identifier itself: its...