CITs Take Center Stage
Though they were created in 1927, Collective Investment Trusts (CITs) have taken off within the last decade. By late 2020, the asset class had reached an estimated market value of 3 trillion dollars. Now, nearly 42% of all target-date assets are invested in CITs — double the growth from was 5 years ago. The expansion […]
GlobeTax Webinar: CITs Take Center Stage
GlobeTax led a discussion with panelists from DTCC, Alta Trust, and Nasdaq Fund Network discussing the exciting developments in the CIT world. SPEAKERS Len Lipton, GlobeTax Karin Billias, DTCC Nathan Crisenberry, Alta Trust Devin McCarthy, Nasdaq Fund Network WHEN: May 4th, 12PM-1PM EST If you missed this webinar, please click the button below to request […]
GlobeTax Webinar: April Market Update
Highlights from our April Market Update Webinar SPEAKERS Michael Finck, Managing Director, DCIRM, GlobeTax Kareem Hayletts, Director, DCIRM, GlobeTax Greggory Lewis, Executive Director, Depositary, CSD, and Issuer Services, Globetax TOPICS INCLUDED Industry impacts of Brexit Logitech SA in Switzerland Updates from Denmark …and more WHEN April 27th, 12PM-12:45PM EST If you missed this webinar, […]
Winter 2021 Withholding Tax Update Newsletter
This edition of Withholding Tax Update includes: A new rate and reclaim process in Finland Updates on the impacts of Brexit in the withholding tax world Relaxation of documentation requirements in France for relief at source Updates in Sweden regarding scanned documentation requirements Exemptions in Italy for European Investment Funds A lowering of the minimum reclaim value […]
How the Tax Reclaim Industry Adapted to COVID-19
If you were to tell us this time last year that 2020 would see the global economy contract 4.3% while the U.S. stock market would increase 20% – even as unemployment hovered around 7% – we wouldn’t have believed you. We also wouldn’t believe that the year would bring a long-awaited shift away from paper […]
GlobeTax Webinar: The Impact of COVID in 2020, 2021 and Beyond
We hosted our first webinar of 2021, “The Impact of COVID in 2020, 2021 and Beyond.” In the spirit of Groundhog Day, we turned back the clocks to discuss the impact of COVID-19 on the industry in 2020 and took a look at what is to come in the new year. Michael Finck, Managing Director […]
Fall 2020 Withholding Tax Update Newsletter
This edition of Withholding Tax Update includes: Document requirements and reminders for Belgium and the Netherlands Updates on the re-engineered ESP Statutory rate changes in France Updates on markets accepting scans over original documents Payment resumption in Denmark on Novo Nordisk ADRs Eligibility of IRAs for Norwegian tax relief Read more here
Operational Alpha Sources Webinar with IMDDA
GlobeTax Brings Risk Reduction and Automation with ISO 20022
SIBOS, the annual banking and financial conference, given the times, has this year gone entirely digital. In line with that new format, this year’s themes focus on how digitization is driving smart finance. In a similar vein, earlier this week GlobeTax and DTCC co-hosted a webinar on how leveraging ISO 20022 Messaging has optimized […]