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Investment Banks/Private Wealth Managers
KA Watson Consultancy are
a specialist provider of Capital Gains Tax outsourcing services with the skills
and infrastructure to provide your company with the support of a full CGT team,
without the additional overheads associated with employing internal staff.
Our preferred working model centres on our clients keeping
all systems on their servers and sites. The obvious advantages to this are that
our clients stay in control of all data and access, satisfying many FSA
requirements regarding outsourcing and minimising the risks normally associated
with exporting data during conventional outsourcing.
Our clients provide us
with user profiles following internal policies with a pre-determined level of access. We maintain all data on a
remote basis, collating information for reporting statistics on weekly or monthly basis depending on individual requirements.
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Full outsourcing:
Scope:
Monitor
daily transactions and ensure correct taxation treatment
Monitor
daily interface relationships and identify the cause of any problems
Assist
with external project including testing and printing of tax packs
Monitor
reconciliation issues and resolve immediately
Query
handling for stocks and clients’ holdings
Providing expertise advice for projects relating to CGT data and interfaces
Why choose us?
You’re clients have chosen you because you are good at
managing their investments. What better way to instil further satisfaction than
to have an expert team looking after what is often an under resourced area. Although
we are a separate entity we strive to deliver the most accurate and proactive
administration of your capital gains tax data to ensure your clients are happy
with their reports and replies to queries. We act on your behalf to deliver the
best possible outcome for your client.
Your customer is your focus and that becomes our main focus
when we tailor our services to your needs.
Short term outsourcing:
We can also tailor short term packages to cover maternity leave or sick leave.
Please call us for more information or to request a trial period where we can analyse your needs and provide a no-obligation report regarding your data.
01423 568 444
Data Protection:
We take data protection and client confidentiality very seriously. We are registered with ICO and have strict procedures in place regarding data that our staff have access to. | 
