Leverage Financial Instrument Tax Data for Suitability Purposes
Our regulatory environment and current tax rules are challenging and Client Advisors need enhanced and enriched tax data on instrument level to make tax intelligent investment decisions. With our offer, gain valuable insight on the tax implications of financial products per tax domicile through the use of an easily interpretable tax score and tax data attributes.
Access a tax efficiency score on an individual security level, while anticipating tax-related costs of an investment on that security.
- Wealth Management / Private Banking
- Portfolio Management
This package offers complete tax rules and covers the following jurisdictions: United Kingdom and France, for Equities, Bonds, Funds, Structured Products and Warrants.
SIX is continuously looking at expanding the covered jurisdictions for SIX Tax Score®.
- Satisfy your client with suitable investments: Avoid investing in assets that have an unfavourable tax impact and understand suitable alternatives.
- You no longer need to read lengthy tax manuals or rely on third party tax experts to make tax intelligent investment decisions.
- Receive targeted and specific taxation information for your investment product instrument universe.