Tax Statements for Platform Holdings

• We have made the Tax Statement Console available for investments that are linked to Platform data feeds so that you can generate Tax Statements when they are not available via the feed. For these you will now be able to retrieve Tax Statements and then generate Tax Statements in bulk in the Tax Statement Console. More details can be found here.
• The audit trail in the Tax Statement Console has also been enhanced, you will now be able to differentiate between Tax Statements manually generated and those generated on the Tax Statement Console. It will appear as ‘Tax Statement Console generated by user e-mail’. You can find out more here.

Performance Improvements

• We have made further improvements to the speed of generating report packs in Class.

Praemium Feed Upgrade coming soon – support for Foreign added

• We will soon be moving the Praemium platform feed to the latest version, which will include support for foreign trades. The upgrade will commence on the 29th of September.
• Our Feeds Analysis Team will touch base directly with all customers that use the Praemium data feed, to ensure that relevant foreign holdings are linked, and ensure a seamless transition to the new version.