benefits services

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

As a part of the trust services under Section 102 of the Israeli Tax Ordinance ("ITO") regarding equity based compensation plans offered to employees and managers, we believe that tailored services and continuous professionalism are key factors. Altshuler Shaham Benefits is dedicated to providing highly professional and personal services while fully meeting client objectives. Altshuler Shaham Benefits encourages using our professionals for consulting and explanatory presentations at our client`s offices.
* 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

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