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 CAS DTCC Educational Seminar
New York, NY
March 27, 2015

SIFMA Operations Conference & Exhibition
San Diego, CA
April 13 - 16, 2015

FIRMA National Risk Management Training Conference
Nashville, TN
April 19 - 23, 2015

GAIM Ops Cayman
Grand Cayman, CYM
April 26 - 29, 2015

TTN Tax Conference
Miami, FL
May 1, 2015

What's NEW

A Window into the Future of the Successful CSD
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A Window into the Future
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GlobeTax November 2014 Tax Withholding Newsletter
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Taxation and Economics of Foreign Dividends
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GlobeTax Announces Tax Reclaims for Czech Republic
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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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