Receive daily alerts of important issues for pending and completed corporate actions, as well as our year end taxability report. Capital Changes Corporate Actions Alert Service-Compass, saves time and improves event processing accuracy by identifying:
A companion service to our Corporate Actions Daily products, Capital Changes Corporate Actions Alert Service-Compass, alerts you to the important corporate actions events of the day. Think of Compass as your own team of highly qualified experts reviewing the daily corporate actions and giving you a prioritized list for immediate action.
No matter how many staff members are devoted to monitoring corporate actions and regardless of the processes in place, the task can be daunting. With the increasing volume and complexity of corporate actions, there is always the chance a transaction may be missed or inaccurately booked.
Capital Changes Corporate Actions Alert Service helps in the correct identification, accurate analysis and timely processing of corporate action events by identifying:
IRC Section 302 Alerts
U.S. and International transactions which are potentially taxable or for which is taxability uncertain or unknown are alerted.
Together, Capital Changes Corporate Actions Alert Service and Corporate Action Daily products provide a thorough and timely analysis of U.S. and International corporate actions, focusing on the tax consequences to shareholders. Compass is delivered each afternoon directly to your e-mail inbox. The newsletter's PDF format makes it easy to print for review.