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Dublin, Ireland Head Office

65/66 Lower Mount st
Dublin
IE

Belgium Office

Kleine Kloosterstraat 23
St-Stevens-Woluwe
BE

The Netherlands Office

De Entree 234a
Amsterdam
NL

Portugal Office

Av. Duque de Loule, 106 - 11
Lisboa
PT

Spain Office

Planta (Floor) 10 Edificio Masters I Avda. General Peron 38
Madrid
ES

Ireland Office

Embassy House Ballsbridge
Dublin
IE

Hong Kong Office

Unit 10-18, 32/F, Tower 1 Millennium City 1 388 Kwun Tong Road
Kwun Tong
HK

Singapore Office

600 North Bridge Road # 12-01 Parkview Square
Singapore
SG

Luxembourg Office

89F, rue Pafebruch
Capellen
LU

France Office

4, Av. Bertie Albrecht
Paris
FR

Canada Office

181 Bay Street, Suite 4400
Toronto
CA

Dubai Office

Level 41, Emirates Tower Sheikh Zayed Road
Dubai
AE

India Office

1st Floor, Building E, East Tower, Marisoft III.
Kalyaninagar, Pune
IN

Poland, Warsaw Office

Swietokrzyska 36/31K
Warszawa
PL

Poland, Bydgoszcz Office

Gdanska 68/4
Bydgoszcz
PL

Romania Office

Sapatorilor street 5
Cluj-Napoca
RO

Switzerland, Laussane Office

Avenue Louis Ruchonnet 2
Avenue Louis Ruchonnet 2
CH

Switzerland, Zurich Office

Bederstrasse 1
Zurich
CH

United States, Massachusetts Office

130 Turner Street, Building 3 Fourth Floor
Waltham
MA
US

Wolters Kluwer Financial Services - UK Office

5th Floor 120 Aldersgate Street
London
GB

Telephone

0035316624233

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Wolters & Kluwer In
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Wolters Kluwer Financial Services Announces that Jefferies Has Selected GainsKeeper® for Cost Basis Reporting Compliance

Solution to Meet all Reporting Requirements Including Phase 3 Debt Functionality 

Wolters Kluwer Financial Services today announced that Jefferies, the global investment bank, has selected its GainsKeeper® solution.

"Following an extensive evaluation of service providers, we chose GainsKeeper because it delivers the most extensive and centralized broad-based automated cost basis services,” said Laura Shiflett, vice president of Customer Reporting at Jefferies. “This will give us the flexibility to ensure accurate Form 1099-B reporting and help solve for the increasingly heavy reporting burden so we can focus on meeting all the needs of our customers.”

“Effective cost basis reporting compliance requires a significant commitment from an organization,” said Jim Richardson, director of Investment Compliance Solutions at Wolters Kluwer Financial Services. “It is important for us to provide our clients with an end-to-end solution to avoid the potential data quality and workflow issues inherent in multiple-vendor systems.”