SIX is now offering a tailor-made data service for managers of pension fund assets. Thanks to this new service, investments can be classified quickly, efficiently and accurately in accordance with the revised Swiss Ordinance on Occupational Retirement, Survivors' and Disability Pension Plans (BVV 2).
Tax-ready data with instrument flagging for convenient compliance with tax regulations.
Changes to the international taxation system, such as the Final Withholding Tax agreements among European countries, pose substantial operational and technology challenges. SIX supports its clients to maintain compliance with these changes through the provision of data services and solutions.
- Bondfloor Pricing Service - Correct taxation of structured products
- EU savings tax - Classification for structured products
- French taxation & regulation - A single service for your compliance needs
- Helping you to tick the boxes - Taxable Securities (CH/LI)
- Helping you to tick the boxes - US IRS: Withholding Tax
BVV 2 Data Service
IRS 871(m) Tax Compliance Data
Comply with IRS Section 871(m) and fulfill withholding and reporting obligations.
Regulatory Document Service
Ensure your clients fully understand financial products, the associated risks, and make it easy to compare alternative investments while meeting legal requirements with our Regulatory Document service.
Risk and Compliance
SIX Financial Information supports financial institutions to become stronger and more systematic in their management of risk and compliancy requirements.
Finalim combines the power of a world class securities reference database with an efficient and compliant delivery system for asset servicing and portfolio valuation.
Compliance and Risk Solutions
Our compliance, governance and risk solutions dynamically bridge the gap between business and operations in an ever-changing regulatory environment.