US Tax

Handling U.S. Withholding Tax Requirements for U.S. and non-U.S. Products

The US Tax data package provides information on the U.S. tax treatment of financial products. This includes withholding and reporting tax attributes such as reporting forms required, U.S. Limited Partnership taxation and (where applicable) eligibiltiy information on publicly traded partnerships.
Furthermore, fiscal corporate actions information relating to U.S. taxation are inlcuded in this offering.

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  • Asset Servicing
  • Asset Management
  • Wealth Management / Private Banking

  • Securities Services
  • Tax

  • U.S. Withholding Tax Information on financial instruments
  • U.S. Tax Reportability information and IRS Income Codes
  • Limited Partnership classification
  • Publicly Traded Partnership codes and applicabiltiy information

  • U.S. taxation information for financial products issued in the U.S.A. and (where applicable for U.S. tax) non-U.S. issuer domiciles
  • Provides IRS Income Code information required for e.g. 1042-S report submission
  • Allows to identify publicly traded partnership (PTP) instruments that are not (U.S.) Limited Partnerships
  • Fiscal corporate actions providing details on e.g. Qualified Dividends

 

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