Tax and Regulatory Solutions

Navigate the Global Markets

 

As the global tax and regulatory landscape continues to evolve and increase in complexity, we bring you solutions and insights to help you navigate the global markets.

Capabilities

With over 20 distinct regulatory reporting solutions, BNY Mellon takes a client-centric approach to deliver regulatory impact assessments and industry insights with client feedback that inform our roadmap and deliver suitable products that meet our clients’ needs.

 

We harness the power of our data, technology and operational capabilities to deliver regulatory reporting solutions that are effective, efficient and supported by a robust governance framework.

BNY Mellon offers comprehensive tax services designed with an end to end focus on clients’ complex Tax Servicing needs, providing quality reporting, centralized oversight and insights into market changes.

Tax change and regulation have created a very dynamic environment in financial markets. Our overview of current and future taxation and regulation can help you navigate the evolving landscape. 

As regulators across the globe have turned their focus to ESG-related investment portfolios, the challenges for asset managers and other financial market participants to meet reporting obligations have multiplied. At BNY Mellon, we offer a variety of product reporting solutions to help clients meet a wide range of requirements, including those of the Sustainable Finance Disclosure Regulation (SFDR) and the Task Force on Climate-Related Financial Disclosures (TCFD).

 

Specifically, the BNY Mellon ESG Data Analytics application and the ESG Regulatory Reporting Service that leverages it, offer a variety of scalable reporting solutions tailored to your needs. A dynamic, cloud-based application, ESG Data Analytics helps clients measure, manage, monitor and report on ESG investing and its impact on portfolios’ sustainability profile, performance and risk. By combining the application’s powerful capabilities for integrating and managing ESG data with our regulatory reporting services, BNY Mellon is committed to helping you meet your specific ESG reporting obligations.

Our Insights


COVID-19 Cross-Border Tax Implications

June 2020

COVID-19 Cross-Border Investment Withholding Tax Implications

In these times of uncertainty, cross-border withholding tax landscape has become even more challenging for investors as a result of COVID-19. Will the tax authorities and sub-custodians ever become truly paperless?


July 2022

Asset Managers Endeavor to Endure the Fast Pace of Rulemaking

As forecasted in last year’s regulatory agendas, the Securities and Exchange Commission and other regulators have significantly picked up the pace with plans to adopt new rules governing asset managers. Read more to understand how this impacts asset managers.



Our Solutions

Ready to grow your business?

Speak to our team.