Farewell, Excel jockeys
Every asset servicer faces a trilemma: boost client satisfaction, increase operational efficiency, and decrease costs – all at the same...
Resources
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April 2018 Withholding Tax Newsletter
Following February’s inaugural Withholding Tax Update newsletter, GlobeTax has continued working to enhance our client offerings. In expanding serviceable markets...
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BEPS, FATCA, and codes of conduct… oh my!
Imagine a world where you have to walk a long and winding road of complex, interlinked informational requirements just to...
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GlobeTax Announces Launch of ESP Bulk Upload for Japanese ADRs
GlobeTax announces the launch of ESP Bulk Upload for claims for Japanese ADRs, allowing users to submit claims for multiple...
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How APIs Can Transform Vendors Into Partners
Custodians have faced existential headwinds for decades, a situation that has escalated in the aftermath of the Global Financial Crisis....
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FinTech Recap 2H2017
The financial services conference circuit: a whirlwind of non-stop information propagation. While the back-to-back PowerPoints, continental breakfasts, and business card...
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International Tax Reclamation: Debunking Misconceptions & Uncovering Opportunities
Does your fund invest in international securities? If so, there’s a good chance you’re overpaying your taxes. When foreign securities...
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Developing a Relief at Source Gold Standard
When it comes to recovering over-withheld taxes on international investment income, relief at source is, without question, the gold standard....
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GlobeTax Welcomes Craig Dudsak as a Managing Director of Sales
GlobeTax, the world’s leading provider of cross-border tax relief, recovery, and reporting services to the financial services and investment community,...
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GlobeTax Launches MIDAS™: Global Relief at Source Processing Service
GlobeTax announces the launch of MIDAS™, the market’s first and only comprehensive solution for global relief at source processing. The...
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Global Relief at Source: The Tax Gold Standard?
While long form reclaims involve long waits for a refunds, relief at source allows investors to receive full entitlements, taxed...
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Fund Managers Reclaiming Overpayments Must Keep Pace with the Market
Due to the inability of some foreign governments to determine beneficial owner identities, many funds undertaking cross-border investments lose more...