What GlobeTax does

GlobeTax is the leading provider of withholding tax recovery and tax information reporting services for financial institutions and their clients worldwide, receiving cross-border investment income. We help maximize investment returns by ensuring that investors benefit from our extensive tax treaty research and receive all income to which they are legally entitled. We also provide services for US withholding tax reporting compliance to financial intermediaries and are developing solutions for US FATCA reporting as regulations evolve. GlobeTax also serves as sole tax relief and reclaim agent for all four US Depositary Banks issuing ADRs and equivalent instruments.

Why you need GlobeTax

Cross-border withholding tax recovery is a highly complex and often manual process. Available entitlements and recovery speeds vary greatly and depend on numerous factors, including beneficial owner entity type, the type of income earned, and the country of both the investor residency and investment. Documentation and reporting requirements vary from market to market and are subject to frequent change. Errors can be costly. Whether you are an investor or an intermediary, GlobeTax has solutions to meet the tax recovery needs of the global investment community.

GlobeTax Upcoming Events

GlobeTax Team members are participating in these upcoming events.

SIFMA Proxy Seminar
New York, NY
December 3, 2015

HFC London Gala
London, UK
December 3, 2015

HFC Holiday Party
New York, NY
December 7, 2015

FRA Made in America
Las Vegas, NV
January 24-26, 2016

Inside ETFs Conference
Hollywood, FL
January 24-27, 2016

What's NEW

Asian firms/individuals evade $666B worth of tax a year
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GlobeTax Announces Launch of Two New ESP Markets
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GlobeTax June 2015 Tax Withholding Newsletter
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GlobeTax November 2014 Tax Withholding Newsletter
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Taxation and Economics of Foreign Dividends
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Tax Withholding News
Up-to-date press releases and articles
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Market Updates
Changes to tax treaties, protocols and rates
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DR News
Depositary Receipt Important Notices
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