Financial clearing
Our customers enjoy the following services:
- Expedited opening of accounts and flexibility in order to fully meet clients’ objectives.
- Convenient trading platform through a web system.
- Sale executions in all major stock exchanges worldwide.
- Processing of stock allocation rights Processing of third party brokerages.
- Processing of dividend distributions.
- Customer service during trading hours in Israel, USA & Europe.
Altshuler Shaham Benefits clearing and full securities finance is a fast and reliable process. We provide fully detailed reports through the largest Israeli banks and TASE members. We providing a complete solutions and structured procedures for working with local and foreign brokers.
For more information please don`t hesitate to contact us directly.
Tel: 972.073.99999
Email: benefits@altshul.co.il
Database management
Management of database through a very intuitive, easy to use cloud-based Web system.
The main features in the system are:
- Administrative establishment of database and an online reporting system which can extract Excel configured reports
- Electronic document management system
- Personal web accounts for employees in which they can submit sale orders and be upd ated on the status of executions
- Administration for IPOs, M&As, stock splits, re-pricing, dividend distributions, 104 & 103, etc.
* The services are provided by Altshuler Shaham Trusts Ltd.
For more information please don`t hesitate to contact us directly.
Tel: 972.073.99999
Email: benefits@altshul.co.il
Trust service
Altshuler Shaham Benefits trust company, Altshuler Shaham Trusts Ltd., has approval to act as a trustee on behalf of the Israeli Tax Authority.
Services and Compliance Solutions
- Responsibility of a trustee pursuant to Capital Gain Tax Route under Section 102 of the Israeli Tax Ordinance
- Responsibility of a trustee pursuant to the provisions of Section 104 and 103 of the Israeli Tax Ordinance
- Establishing trust accounts, clearing and settlement of funds and securities
- Tax calculations and withholding in compliance with the Israeli Tax Ordinance
