The Canadian Corporate Compliance Center of Excellence (“CoE”) works with clients of the Canadian Firm to provide tax compliance services, including:• Preparation of Canadian and US corporate tax returns including various information-type returns;• Preparation of Canadian and US partnership returns; and• Preparation of Canadian and US trust returns.• Prepare financial statements from the relevant accounting system as per relevant processes. • Prepare income tax returns for individuals, companies, trusts, partnerships as per Canadian and US Tax Laws .• Prepare supporting work-papers to support financial reports and tax returns.• Focus on providing business tax return compliance process services, including projections and analytic work and related income tax compliance research on Canadian, US and international tax matters.• Management of all parts of the payroll process which may include payroll instructions, statutory withholding calculations, the funding process and the delivery of payments to assignees and the local authorities.• Uploading client payroll instructions to our global co-ordination database• Upload, review and reconciliation of local payroll output files.• Tax calculations for Modified PAYE/NIC arrangements.• Perform administrative duties as required.• Perform research tasks to collect training material or other information as required to carry on the process efficiently and with high quality.• Perform operational duties as required for all the processes including as per business requirement.

The Canadian Corporate Compliance Centre of Excellence (“CoE”) works with clients of the Canadian Firm to provide tax compliance services, including:• Preparation of Canadian and US corporate tax returns including various information-type returns;• Preparation of Canadian and US partnership returns; and• Preparation of Canadian and US trust returns.• Prepare financial statements from the relevant accounting system as per relevant processes. • Prepare income tax returns for individuals, companies, trusts, partnerships as per Canadian and US Tax Laws .• Prepare supporting work-papers to support financial reports and tax returns.• Focus on providing business tax return compliance process services, including projections and analytic work and related income tax compliance research on Canadian, US and international tax matters.

The Code of Ethics Department monitors the individual investment activities of Access and Portfolio employees for compliance with Franklin Templeton Investment’s Code of Ethics and Insider Trading Compliance Policy and Procedures, Rule 17j-1 of the Investment Company Act of 1940 and Rule 204A-1 of the Investment Advisers Act of Securities Exchange commission.• Responsible for Processing Daily Trade confirmations received from Various Brokers across the globe.• Responsible for Reconciling Statements received from the Brokerage firms of the employee of the organization.• Generating reports from the Peoplesoft in order to know the access level of the employees.• Preparation of reports covering all the FT Mutual Funds in order to keep a check on various securities the fund is investing into.• Preparation of reports to know the activity of all the reported accounts and following up with the clients/customers for the missing information in order to keep the records up to date and in compliance with CoE.• Data maintenance of the application Protegent PTA, by updating all the data rejects which the application fails to execute on a daily basis.• Validation of Pre-clearance trade violations.• Working closely with the internal Trade Control team for Addition and Deletion of the internal Mutual fund account numbers.• Communicating with the Major Stock broking houses like Smith Barney, Charles Schwab, Fidelity, Morgan Stanley and TD Ameritrade for providing electronic feed of the employee accounts held with them.