GlobeTax - Custodians

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Custodians

Look After Your Clients

Custodians are some of our key clients. The fundamental issues and services we provide to custodians reflect the fact that as a custodian, you are probably working in an automated environment with a significant number of clients of varying residencies and statuses.

You need:

An automated, preferably STP service
Availability of branded or white label solutions
Summary & detail reporting (both internal and client)
Online access to current status and entire history
Direct credits to client accounts
Confidence that all reclaims will be identified and followed through to completion
Confidence that any changes to tax regulations will be adopted immediately and retroactively where possible.

Make your tax reclamation V-STP...

GlobeTax's outsource service is fully automated so all you have to do is send us a simple file on a regular basis, usually once a month. Your files can be sent to us in one of two ways: either as a proprietary ASCII text file or as SWIFT messages (if you are a SWIFT User). To send SWIFT messages you must be subscribed to the TaxReclaim Service Bureau. Click here to find out more or Contact us.

GlobeTax will:

Cross check your file with our security master file
Calculate for reclaims or relief at source
Complete the relevant documentation
File tax reclaims and follow them through
Provide status reports for both you and your clients
Credit the client's account with his tax refund

The result? No fuss, no hassle, no expensive tax department and no mistakes. You send us one file a month. We do all the work in the background. You receive automated credits to client accounts and automated reporting. Straight Through Processing for tax reclamation.

To contact us to set up an initial meeting, click here.