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Annual tax certificate migration

This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.

Project duration: 11 months

Brief description

Migration of transaction data from securities transactions in order to create annual tax certificates.

Subject description

In order to determine private capital gains, the banks are required by law to create an annual certificate for their customers, each year. The relevant data for a new client needs to be transferred to the existing securities settlement system for this reason.

IT project data

Project period01.07.2005 - 31.05.2006

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Björn Huppertz

Head of Financial Services

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We provide information on the handling of the data collected here in our privacy policy.