Information

At this section of our website, we provide two broad categories of information that we think may be useful to visitors.

General

Many beneficial owners, including fund managers, institutional shareholders, family foundations and charities often learn the hard way that they do not know enough about withholding tax to be able to make informed decisions or, in some cases, make correct reports to their stakeholders. We recommend a visit to our resources page where you can find access to other forms of material including books and training courses.

Sector Specific

One of the important things to understand about withholding tax is that the answer to almost any question you care to ask about it will start with the words "It depends...". With such a number of factors affecting the entitlement to tax recovery, the method and length of the reclaim process can vary widely.  Whether you are an intermediary or investor, for example, can affect the issues that arise. Custodians acting on behalf of others then will have different issues to address than a hedge fund or a prime broker. The list on the right contains links to sections which highlight some of those specific differences and issues and the solutions GlobeTax provides.




Sectors:
Custodian
Hedge Fund
Pension Fund
Prime broker
brokerage
Asset Managers
Endowment
Investor
SWIFT User