Solution introduction
Convenient Tax Reporting
Is the reporting on your investments available anytime, is it entirely country-specific and does it cover all products?
Our holistic reports include all the necessary features:
- Income, CGL, Wealth tax/information reporting on all products, including foreign currency, calculations and their results are fully reconciliable.
- Consolidation across all offshore (and, if relevant, onshore) client accounts/deposits.
- Country specific capital gains and losses calculations. (FIFO/LIFO/AWC/method mix)
- Special treatments applied based on holding periods, product categorisation/specifics, tax years, etc.
- Country specific calculation e.g. UK B&B rules, wash sales, business income, etc.
- Client specific treatment possible. (e.g. for inheritances)
- Data exchange via electronic feed, API, or PDF statements.
- Available in various languages.
