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Regulatory Services
Swiss Tax Data
Refinitiv has been approved to provide a solution to support financial institutions in meeting their Swiss stamp tax obligations.
Overview
Creating more choice for the financial community in Switzerland
The Swiss Federal Tax Administration (SFTA) claims a financial transaction tax for any domestic and non-domestic security within the scope of debenture, equity, funds and structured products. Relevant securities face a transaction tax shared between the buyer and seller depending on the nature and jurisdiction of the instrument.
The Swiss requirements to provide data that helps firms meet their regulatory transaction tax requirements are the strictest in Europe. All data providers must be officially certified by the Swiss Federal Tax Administration and provide a full concept of understanding and implementation of the Swiss stamp tax law.
Our solution
Simplifying reporting of financial transactions for stamp tax purposes
Refinitiv’s pricing and reference data services help the financial community meet its varied regulatory reporting requirements, with comprehensive global data across multiple asset classes.
We have built our Swiss Tax solution with our latest technology framework to make it quick and efficient for customers to access the data they need via APIs.
Delivery platform
- Swiss tax data at security level are stored in the Refinitiv Data Platform (RDP) and delivered via RDP APIs
- Customers can query RDP via the RDP APIs by providing a list of security ISINs; the relevant tax data will be returned coded in JSON. In addition, there will be a Web-based interface for end-user interaction
Giving you access to a wide range of analytics and global market data in the Cloud to power your workflow-critical applications.
Features and Benefits
Access our comprehensive global data to power your regulatory reporting needs
Our offering combines our in-house subject-matter expert team, which act as an interface between clients, SFTA and Swiss stamp tax consultants.
Swiss tax data at security level are stored in the Refinitiv Data Platform and are delivered via RDP APIs
We will provide a stamp tax flag and supporting information to enable clients to determine the Swiss stamp duty per security.
Our coverage
Providing extensive and diverse coverage
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1.7mnOTC Structured Product
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700kGSAC (Government, Supranational, Agency, Corporate) Bonds
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1mnUS Municipal Bonds
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1.1mnUS Mortgage Pools
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400kSecuritized products
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79kEquities
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340kFunds
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