Tax and Compliance Sanctioned Securities Monitoring Service IRS 871(m) FATCA Compliance Financial Transaction Tax Domestic Tax Packages SIX Tax Score SIX Tax on Instrument Legal Entity Identifier SICAM 2.0 Basel Data Service SIX Tax on Instrument Powering Tax Suitability Workflows in Wealth Advisory SIX Products & Services Financial Information Regulatory Services Tax and Compliance SIX Tax on Instrument Overcoming Tax and Regulatory Challenges Wealth Advisors must support international investors in meeting their cross-border tax reporting obligations, whilst at the same time, look for opportunities to offer premium advice leveraging tax-intelligent information that allows for modelling of product and portfolio after-tax performance. The Tax on Instrument Service from SIX helps Client Advisors and Portfolio Managers achieve superior after-tax returns by providing insights about tax implications and costs, while allowing them to optimize their clients’ investment portfolios. Invest Smart: ETF Trends Experts discuss advantages and trends of Exchange Traded Funds in an interesting panel discussion. Sign up to Watch Free Webinar How You Will Benefit Reducing Complexity Free yourself from cumbersome tasks of extracting and interpreting tax information from tax country manuals. Complete & Transparent Unparalleled depth and breadth of information about the taxation of Stocks, Bonds, Funds and Structured Products from the perspective of individual investors. Easy Delivery Delivered via feed and API to allow for flexibility when integrating into rules engines, Product/Portfolio Management Systems and Advisory software. Get Access to a Wealth of Enriched Tax Data The Tax on Instrument service from SIX provides you with tax classifications on individual securities and gives you access to 60 data fields per tax regime covering financial products such as Equities, Bonds, Funds and Structured Products with attributes on Income Tax, Wealth Tax, Capital Gains & Losses Tax, and generic tax details, in order to advise your clients effectively in after-tax performance of securities. Get tax suitability data that can directly be leveraged in your Client Advisory and Investment Control workflows, so you can achieve successful tax suitability and tax optimization operations with detailed country-specific tax datapoints. Choose SIX and gain access to unrivalled data quality and granularity for your pre- and post-investment analysis. The depth and quality of Reference and Corporate Actions data from SIX guarantees accuracy and comprehensiveness on product level tax categorizations use in all Wealth Advisory product and portfolio suitability workflows. 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. Sign up to Watch the Free Webinar! About This Service The Tax on Instrument service from SIX provides users with a tax classification on an individual security level and allows them to analyse the tax consequences of financial products, to anticipate the tax-related costs of an investment on that security and to find better investment options. SIX Tax on Instrument: Service Overview Get access to up to 60 country-specific tax data fields covering all standard asset classes and advise your clients effectively in after-tax performance with our enriched tax data service. Download Factsheet Leverage Tax Data in Wealth Advisory Research: Macro Research, Fundamental Research Asset Management: Product Suitability, Product Strategy, Strategic Asset Allocation, Tactical Asset Allocation and Timing CRM: Wealth Planning, Client Profiling, Appropriateness, Suitability, Investment Proposal, Market & liability simulations Monitoring/ Reporting: Compatibility checks and risk analysis, Potential analysis, Customer Reporting Tax Suitability and Portfolio After-Tax Use Cases Search for individual instruments to perform related pre- or post-trade checks and identify harmful instruments Review financial instruments that are suggested in investment proposals created in the Portfolio Management system Automated functionality to identify suitable alternatives Perform reviews on whether existing holdings are still suitable for a respective client context For Advisory and Asset Management mandates, check whether selected financial instruments are eligible for a client domicile Up to new 60 tax data attributes per country Each financial instrument has a country- and asset-specific tax categorization code A Tax on Instrument country can have multiple tax regimes relevant for the taxation of individual investors Main attributes groupings are Income Tax (applicable rates and legal text), Capital Gains and Losses (incl. information on deductible fees, netting gains/losses), Wealth Tax related attributes A country-specific (Tax) Harmful Products indicator is generated in addition to the SIX-generated tax cost indicator (Tax Score) as Generic Tax Detail Rely on Award-winning Service from SIXOur SIX Tax on Instrument service has been recognized by the industry for innovation and excellence: Best Sell-Side Newcomer at the Sell-Side Technology Awards 2022 Related Services Tax Score® | SIX Helping Wealth Advisors to Make Tax-Intelligent Investment Decisions Find Out More Domestic Tax Packages SIX provides consistent and complete tax data on financial instruments and income event allowing you to be compliant with tax reporting requirements of your client’s tax domicile. Find Out More Stamp Duty and Financial Transaction Tax Financial Transaction Taxes (FTTs) have arrived in the EU, with more potentially on their way. SIX data and insight helps financial institutions comply with FTTs. Find Out More Any Questions? We Are Happy to Help. Get in Touch