The world’s leading provider
of withholding tax relief
AND recovery services
The world’s leading provider of withholding tax relief & recovery services
As an outsourced service provider, we manage all aspects of the claim preparation and processing lifecycle for clients.
What is Withholding Tax Recovery?
Investors’ global dividend and interest income can be subject to significant withholding taxes – up to 50%. Fortunately, under Double Taxation Treaties, investors can recover over-withheld tax, improving return on investment. The map shows preferential rates for U.S. investors (markets and rates are subject to change).















































Canada

Before: 25%
With GlobeTax: 15% or 0%
Sweden

Before: 30%
With GlobeTax: 15% or 0%
Ireland

Before: 25%
With GlobeTax: 0%
Poland

Before: 19%
With GlobeTax: 15%
Germany

Before: 26.375%
With GlobeTax: 15 or 0%
France

Before: 26.5%
With GlobeTax: 15%
Switzerland

Before: 35%
With GlobeTax: 15% or 0%
Italy

Before: 26%
With GlobeTax: 15%
Spain

Before: 19%
With GlobeTax: 15% or 0%
South Korea

Before: 22%
With GlobeTax: 16.5%
Australia

Before: 30%
With GlobeTax: 15% or 0%
Norway

Before: 25%
With GlobeTax: 15%
Finland

Before: 30%
With GlobeTax: 15% or 0%
Denmark

Before: 27%
With GlobeTax: 15% or 0%
Netherlands

Before: 15%
With GlobeTax: 15% or 0%
Czech Republic

Before: 35%
With GlobeTax: 15%
Belgium

Before 30%
With GlobeTax: 15% or 0%
Austria

Before: 27.5%
With GlobeTax: 15%
Portugal

Before: 28%
With GlobeTax: 15%
South Africa

Before: 20%
With GlobeTax: 15%
Japan

Before: 15.315%
With GlobeTax: 10% or 0%
New Zealand

Before: 30%
With GlobeTax: 15% or 0%
Why Recover Taxes?

Boost Portfolio
Performance

Differentiate and
Beat Benchmarks

Fulfill
Fiduciary Duty
Why Choose GlobeTax?
Efficiency
2 Trillion
Shares processed
through our ESP service
RESULTS
3 Billion
Dollars returned to
clients each year
INDUSTRY LEADERSHIP
12 Million
processed each year
RELATIONSHIPS
370+
Relationships with
industry counterparties
Value-Add
65 Basis Points
tax recovery
SCOPE
40+
we file claims
how we help
GlobeTax solves the withholding tax relief and recovery challenges of investors, issuers, and intermediaries across the global custody chain.
Full Service Tax Recovery
GlobeTax’s MIDAS® manages all aspects of the claim identification and submission process, helping clients annually add up to 65 basis points of performance.
Who we help
- Asset Managers
- Banks/Brokers
- Financial Advisors
- Fund Managers
- Pensions
- Tax Exempts
- Trusts
- Ultra High Net Worth Individuals
Streamlined Tax Disclosure
GlobeTax’s ESP platform streamlines intake and processing of beneficial owner data and documentation, improving efficiency market-wide.
Who we help
- CSDs
- Custodians
- Depositary Banks
- DTC Participants
- Issuers
- Tax Authorities
- Transfer Agents
- Withholding Agents