Maxit delivers a four components, delivered either as a holistic unit or individually as standalone offerings: cost basis reporting, tax information reporting, tax optimization, and managed services.
In 2022, the European Market and Security Authorities published a call for evidence on the results of the active 2020 SRD II. Findings showed responses from stakeholders in the process—intermediaries, vendors and shareholders, which we have summarized in our latest SRD II whitepaper.
Learn the genesis of each shortening of the settlement cycle, why T+1 is an event-driven mandate with a higher degree of complexity, and more. The whitepaper T+1: Why This Time Feels Different from T+2 examines how the drivers of the current move to T+1 differ from the 2017 move to T+2 in a few interesting ways that relate to settlement infrastructure.
Financial terminology can be challenging to keep straight, especially in regard to proxy season. Use this glossary to brush up on your investor communications vocabulary, or bookmark it for reference when you come across an unfamiliar term.