Finance

Transfer Pricing for Financial Services (UK)

PwC
The Transfer Pricing for Financial Services App is a proof of concept model to demonstrate how principles of cost allocation and transfer pricing can be calculated and reported in Anaplan. The application demonstrates how both inter an intra-legal entity reallocation's of costs can be achieved using a top down multi-step waterfall approach.

Information

Business Function
FinanceTax & Treasury
Industry
BankingInsuranceInvestment Management
App Last Updated
Size
4.28 GB
Language
English
Terms & Conditions

App stats

Modules
15
Roles
1
Formulas
54
Reports
16
Complexity
Advanced

Features

Process and Compare Multiple Data Sets
  • Actual, Budget, Forecast, Scenario and MI Versions
  • Run as part of the month end process
  • Quickly understand how actual/forecast numbers diverge from the budget and what adjustments will need to be made
  • Align management reporting allocation and transfer pricing
  • Run what if scenarios to model potential changes to policy
Cost Allocation Modeling
  • Waterfall allocations of support costs
  • End user control over drivers and cost targets through easy to use dashboards
  • Calculation of denominator based cost targets, no replication of driver loads for different allocation paths
  • Multi-stage allocations
Transfer Pricing Principles
  • Set Mark-Up percentages by function
  • Automatically ensure mark-up is only applied on transactions between different legal entities
  • Model exclusions from transfer pricing recharges such as shareholder activities or non-beneficial / duplicated activities
  • VAT Recovery modeling
Transparent Analysis and Reporting
  • Follow each stage of the allocation and Transfer Pricing policy setting process
  • View recharges from both the recharging and receiving entity perspective
  • Full granularity of data maintained through each stage of the process
  • Full audit history with the ability to roll back

PwC

Imagine the power of 180,000 people with a common purpose — building relationships that create value for you and your business. This is PwC. Every day, our people work with you to build the value you are looking for. Our specialist financial and performance management teams optimize the use of Anaplan to align planning, consolidation, reporting, and analytics processes, systems, and information to provide business insights that drive better decisions and actions.

Website
Address

PwC United States

New York, NY 10017

Phone: +1 (646) 471-3000

Website: http://www.pwc.com/us/en/increasing-finance-function-effectiveness.html

email: pwc.anaplan@us.pwc.com

-------------

PwC Australia

Syndey, Australia

Phone: +61 2 8266 0000

Website: http://www.pwc.com.au/

email: ian.bennett@pwc.com

-------------

PwC United Kingdom

London, United Kingdom

Phone: +44 (0) 20 7583 5000

Website: http://www.pwc.co.uk/

email: nigel.wilson@uk.pwc.com

Email
Country Specific (see above)

More apps from this provider

Terms and conditions

Anaplan

Application Terms and Conditions: BY CLICKING TO PROCEED WITH DOWNLOAD OF THE APPLICATION, YOU ACKNOWLEDGE THAT THE TERMS BELOW SHALL GOVERN YOUR ACCESS AND USE OF THE APPLICATION. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, DO NOT CLICK TO PROCEED. THIS APPLICATION IS NOT PROVIDED BY ANAPLAN, INC. AND THESE TERMS ARE NOT OFFERED BY ANAPLAN UNLESS ANAPLAN IS NAMED AS THE PROVIDER ON THE DOWNLOAD PAGE. USE OF THIS APPLICATION REQUIRES A VALID SUBSCRIPTION TO THE ANAPLAN HOSTED SERVICE, WHICH IS ONLY AVAILABLE THROUGH A SEPARATE AGREEMENT BETWEEN YOU AND ANAPLAN. Application Provider. The application named on the download page of the Anaplan App Hub (the “Application”) is provided by the party named on the download page (the “Application Provider”). Anaplan, Inc. (“Anaplan”) is not the Application Provider unless named as such on the download page. Terms and Conditions. This agreement (the “Terms”) contains the terms and conditions governing your use of the Application unless you have separately agreed to other terms with the Application Provider. These Terms are entered into solely between you and the Application Provider and shall become effective upon your download, access or use of the Application. Anaplan is not a party to these Terms unless it is the Application Provider. Grant of Rights; Anaplan Agreement. The Application Provider hereby grants you the nonexclusive, nontransferrable, nonsublicensable right to use the Application solely in connection with your authorized use of the Anaplan hosted service (the “Anaplan Service”). Your right to use the Application does not include the right to use the Anaplan Service, which requires a separate agreement between you and Anaplan (an “Anaplan Agreement”). You are not permitted to copy or redistribute the Application, but you may load the Application into your instance of the Anaplan Service and modify the Application in connection with your permitted use of the Anaplan Service. Evaluation and Production Use. Your right to access and use the Application is provided on a temporary basis and is limited to evaluation use for a thirty (30) day period beginning on the date of download (“Evaluation Period”). If your subscription under the Anaplan Agreement includes the right to use the Anaplan Service for the use cases covered by the Application, then you may use the Application for production purposes after the Evaluation Period, or earlier if the Application Provider agrees. If you do not have an Anaplan Agreement that includes your right to use the Anaplan Service for the use cases covered by the Application, then your right to access and use the Application will automatically terminate at the end of the Evaluation Period without notice from the Application Provider or Anaplan. Reservation of Rights. The Application contains valuable intellectual property rights of the Application Provider and you are not permitted to use or exploit such intellectual property rights except as explicitly permitted in these Terms. The Application Provider reserves all right, title and interest in the Application except for the rights explicitly granted to you in these Terms. Your right to use the Application will terminate immediately upon any breach of these Terms by you, or upon the termination or expiration of your Anaplan Agreement. Either party may terminate these Terms at any time in its discretion by providing the other party with notice, at which time your right to access and use the Application will terminate immediately.

Okay
© 2016 Anaplan, Inc. All rights reserved.

Existing customer

Sign in and select a workspace to instantly start using this app.

Sign in App Hub Privacy Policy

New to Anaplan?

You must have an Anaplan account to install this app.

Learn more
App Hub Privacy Policy

By clicking to proceed, you agree that Anaplan may collect data on your usage of the App and combine it with other information we have collected about you to improve services we offer you, and to improve the effectiveness of the App Hub. We may also contact you about your use of the App. Where an App is provided by a third party, we may share App usage data with that third party in which case that third party’s privacy policies will apply and this one will not. Please also see our Privacy Policy

OK