Managed Corporate Actions Plus
Because corporate actions don’t just stop at events.
The Full Picture - Transforming complexity into clarity across the securities lifecycle
As markets grow more complex, our single-stop shop builds on the foundation of corporate actions to provide a holistic view of all related market-driven events-enabling clients to scale efficiently, adapt to new regulations, and make faster, better-informed strategic decisions without relying on fragmented solutions.
Explore Our Services
Corporate Actions Derivative Services
Seamlessly linking global exchange contract adjustments to corporate actions, this service delivers precise R factors, calculations, and detailed intraday updates via ISO 20022, CSV, and web-enabling faster automation and reducing operational risk.
Corporate Actions Tax Services
Delivered alongside corporate actions, this service provides key tax-related indicators-including eligibility flags for Sections 301, 302, and 304, Form 8937 availability, FMVs, and other essential tax attributes-sourced from leading tax data providers. It supports compliance teams by offering timely, structured tax data without performing any tax analysis, helping firms streamline reporting, reduce manual checks, and improve downstream automation.
Security Reference Data Change Service
Delivers real-time, structured updates on critical security changes- including listings, delisting’s, ticker/ID changes, trading halts, and resumptions-along with cross-referenced security ID reports. This service reduces manual effort, enhances operational efficiency, and ensures accuracy across trading, settlement, and compliance workflows, helping firms reduce risk and rely on consistent, high-quality data.
ADR/GDR Non-Dividend Fee Notification Service
Automates the tracking of non-dividend fees charged by depositary banks for ADRs and GDRs, this service provides full visibility and streamlined processing through single-source integration-minimizing manual effort and ensuring timely delivery of essential depository documents.
Publicly Traded Partnerships Withholding Securities List
Powered by Section 1446(f) compliance needs, this list identifies Publicly Traded Partnerships (PTP) securities subject to 10% withholding, including key indicators like Qualified Notice (QN) requirements-minimizing manual effort and mitigating regulatory risk.
Key Benefits: What's in it for you
Our objective is simple - to turn complexity into clarity. From issuances to reference changes, and governance, to tax/cost impacts, we bring all touchpoint corporate actions reach into one trusted framework - giving your clients transparency and you the freedom to focus on creating value, not chasing data.
Operational efficiency
Risk reduction & accuracy
Cost transparency
Timely, accurate information
Confidence in decisions
Better service experience
Adaptability to market/regulation changes
End-to-end coverage
Transparency & trust
Featured Content
Award-winning MCA and our broader Managed Services suite Solutions & Services
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Discover how our innovative technology and expert insights can simplify your tax compliance and due diligence processes. Request a demo to unlock the potential for greater efficiency and accuracy in managing your tax obligations.