Multi-asset investment specialist Saxo Bank has unveiled potentially breaking changes to its Client Management Systems API (CMS API). If you are a Qualified Intermediary and you are submitting your end-client’s “Relief at Source” data via the CMS API, then you need to ensure that the following conditions are met before 10 May 2024. • When submitting “Relief at Source” information over the CMS API, if the flag ReliefAtSource.Enabled is set to “true”, and a ReliefAtSource.TypeID submitted, then it will be mandatory to also submit a valid future date (relative to the date of submission) in the field ... (full story)