S&P Global Offerings
Featured Topics
Featured Products
Events
S&P Global Offerings
Featured Topics
Featured Products
Events
S&P Global Offerings
Featured Topics
Featured Products
Events
Financial Institutions
Banking & Capital Markets
Economy & Finance
Energy Transition & Sustainability
Technology & Innovation
Podcasts & Newsletters
Financial Institutions
Banking & Capital Markets
Economy & Finance
Energy Transition & Sustainability
Technology & Innovation
Podcasts & Newsletters
S&P Global Offerings
Featured Topics
Featured Products
Events
If you are holding qualified derivatives dealer (QDD) status and looking to identify withholding tax requirements or screen the population of indices and ETFs in the marketplace to identify those lacking QDD status, S&P Global's full-service 871(m) offering can cover all your needs from eligibility through compliance.
We determine when an equity derivative is in scope/subject to Section 871(m) and calculate the dividend equivalent amounts. Unlike other service providers, our solution also drills down to the specific US compositions of an index or ETF and calculates the appropriate DEA through integration with the DeltaOne SOLA platform.
Additionally, clients can directly access Section 871(m) outputs and create streamlined functionality through an integration with the S&P Global portfolio valuations solution. No additional API feeds are needed, as Tax Solutions receive transaction data and pull 871(m) results directly from this source.
Pre-screening of derivative products provides potential withholding rates and amounts
Centralized solution for reporting efficiently meets Section 871(m) regulations
Streamlined workflows on a single platform reduce overall costs and regulatory fines
Validated data lineage and reporting help satisfy Section 871(m) regulation obligations
Applicable weights of the Index and the Corporate Actions events are utilized to calculate the DEA
You're one step closer to unlocking our suite of financial information solutions and services.
Fill out the form so we can connect you to the right person.
We're proud of our recent awards!
And, we delight in supporting our customers with 24x7x365 customer service and a 98% customer service satisfaction rate.
If your company has a current subscription with S&P Global Market Intelligence, you can register as a new user for access to the platform(s) covered by your license at S&P Capital IQ Pro or S&P Capital IQ