CRS and AEOI Reporting

CRS and AEOI Reporting

The Comprehensive Service for All Required Data to Calculate Cash Penalties and Report Settlement Fails

Automate CRS and AEOI Reporting with Confidence

Simplify international tax compliance with an automated, reliable solution backed by experts. The CRS and AEOI reporting service from SIX transforms regulatory requirements into efficient processes—reducing operational risk and ensuring accurate global coverage for all financial instrument data and reporting obligations. 

 

 

Benefits

Guaranteed High-Quality Data for Hassle-Free Tax Reporting

Convenient

We automatically identify and tag reportable income using our award-winning corporate actions service.

Comprehensive

We provide global, consistent, and reliable coverage of all financial instruments as the foundation for your reporting.

 

Reliable

We ensure ongoing accuracy through expert oversight and continuous regulatory updates.

 

About This Product

Simplify Global CRS and AEOI Compliance through Automation

With SIX, you can comply with CRS and AEOI requirements effortlessly, thanks to a structured, automated, and global solution.

CRS and AEOI Key Features

  • Reportable Income Detection: We automatically identify corporate actions that generate reportable income, such as dividends or interest.
  • CRS Classification: Each event is categorized according to CRS rules to facilitate accurate reporting.

  • Account Holder Identification: We provide data that helps detect discrepancies between the client’s tax residence and the account jurisdiction.

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Iconography showing automation and data quality for CRS and AEoI, streamlining reporting, facilitating data cleansing, and ensuring continuous updates for regulatory compliance.

Automation and Data Quality

  • Streamlined Reporting: Structured data enables efficient workflows and reduces manual effort.

  • Data Cleansing Facilitation: We facilitate the validation and cleaning of data to ensure regulatory compliance.

  • Ongoing Regulatory Updates: Our data is continuously updated to reflect the latest international regulatory changes.

Global Coverage and Expert Knowledge

  • Comprehensive Instrument Coverage: Access consistent data across a wide range of financial assets worldwide.

  • Legal Data Expertise: Backed by decades of experience in corporate actions and regulatory compliance.

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Access the Detailed Factsheet

Get a much deeper technical overview of CRS and AEOI. Discover all key features and technical specifications by downloading the official factsheet from SIX.

Aerial view of a dam, symbolizing the two sides of the CSDR coin: data quality for cash penalty calculation and reconciliation for settlement reporting, highlighted in the "Two Sides of the CSDR Coin" webinar.
Portrait of Alexander Asante, Head of Financial Products at LYNX, discussing how SIX's regulatory data solutions have transformed their MiFID II compliance processes and increased efficiency.

We’ve developed a solution that turns regulatory complexity into operational clarity—giving institutions the confidence they need in their data to meet global tax transparency standards.

Stefano Chierici Senior Product Manager

CRS and AEOI Reporting: Your Questions Answered

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