Securities Technology Monitor – Cost-Basis Reporting: Know Thyself

Self-assessment. It’s one of the most difficult tasks operation and IT executives have to make when preparing for regulatory change. Or for figuring out anything that has gone wrong in processing or pricing a securities transaction.

Scivantage’s Cameron Routh talks with Securities Technology Monitor about the new Cost Basis Reporting Assessment Program, a comprehensive, on-site review of a financial institution’s cost basis ecosystem addresses the complex challenges of accurate cost basis reporting (CBR) to ensure preparedness for regulatory requirements, developed in partnership with Jordan & Jordan.

Read the full article on the Cost Basis Reporting Assessment Program.

Posted in Basis reporting legislation, Cameron Routh, Cost Basis and tagged , .