We have been dealing with the topic „WM-data“ for tax purposes for years and with “GE-Tax” we offer our clients a professional solution.
The determination of the tax-relevant securities category and the relevant security event data are of central importance when managing securities out of a taxation perspective.
To determine these values Banking Concepts has developed comprehensive rule-sets and successfully implemented them in a software solution in cooperation with specialized companies which is offered under the name GE-Tax.
By means of this service any target system can be fed with validated and consistent tax data. With it the prerequisite for high quality tax calculations and tax certificates is established.
A detailed description of this service you may find in the section GE-Tax Service.