API Console

Swagger | Microservice

Executive Summary

A fee or commission based product providing tax specific assessments, advice and guidance for corporate customers

Examples of Use

A corporate customer obtains tax optimization advice from a financial advisor at a branch

Role Definition

Provide corporate customers with tax related advice to better understand tax obligations and to identify and implement tax optimization approaches. The service is fee based and may include the use of product specialist financial advisory resources when required

Related Business Scenarios

Core Business Object

Tax Advisory Service Arrangement

Key Features

  • Evaluate the customer’s tax position
  • Identify and evaluate tax optimization options and strategies
  • Arrange product/service taxation specialist advice
  • Implement tax optimization options with product and service selection and configuration