CRS and AEoI

CRS and AEoI

CRS Data for Easier Reporting

The CRS Data Challenge

The OECD’s introduction of the Automatic Exchange of Information (AEoI) under the Common Reporting Standard (CRS) altered the tax landscape. Financial institutions must now identify customers whose tax residence differs from their account’s jurisdiction. Identification requires data unique to the account holder, including their account’s total income.

SIX flags all income-generating corporate actions and classifies them according to CRS categories. This facilitates automated reporting and eases resource-intensive data cleansing.

By continuously monitoring regulatory developments, we ensure that our CRS data is relevant, up to date and accurate.

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How You Will Benefit

Convenient

Reportable income flagged by our award-winning corporate actions service

Complete

Comprehensive, consistent, and reliable global instrument data coverage

Trustworthy

Constant expert oversight to ensure data quality and consistency

Laurent Lefèvre, Head Delivery Capabilities, SIX

Our CRS offering is an example of how we are using our expertise in corporate actions event data and regulatory reference data as the basis for innovative services that solve new industry challenges.

Jürg Stalder, Senior Product Manager, SIX

Tax Suitability in the Advisory Process

Do you have the right data on the taxation of financial products to improve the services you offer to Wealth Management clients? Find out how SIX can help you use tax data to your advantage and improve your processes.

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About This Service

SIX supports you with the critical data elements necessary for AEoI and CRS compliance. Discover more about our service.

AEoI and CRS: Service Overview

Drawing on our comprehensive expertise in international tax regulations as SIX supports you with critical data elements necessary for compliance with the automatic exchange of information (AEoI) under the Common Reporting Standard (CRS). Learn more with our factsheet.

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CRS and AEoI Data Reporting Includes:

  • Classification of in-scope corporate actions: All corporate actions that generate any kind of income (e.g. interest, dividends) will be flagged, facilitating automated reporting and compliance with the CRS and local implementation directives.
  • Ongoing review: SIX continuously monitors regulatory developments to ensure that our data service is relevant, up to date and accurate.

Additional Data Services for Tax Compliance

In support of international tax compliance, SIX also offers data services for the regulations such as FATCA, IRS Section 871(m) and the EU Financial Transaction Tax (FTT).
 
In addition to our tax compliance data services, SIX supports important international regulations like MiFID II, PRIIP KID, AIFMD, Solvency II as well as sanctioned securities and individuals.

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