Resources

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  • Form 1116 Instructions Featured

    2016 – Instructions for Form 1116

    File this form to claim the foreign tax credit if you are an individual, estate, or trust, and you paid...

  • About Us Featured

    About Us

    Founded in 1992, GlobeTax is the world’s trusted provider of foreign tax relief services to the investment and financial services...

  • Benchmark-featured

    Benchmark Analysis

    Many foreign governments withhold excess tax on dividend and interest payments to nonresident shareholders, and investors with portfolios benchmarking major...

  • Beneficial Owners Featured2

    Beneficial Owners

    Investors with cross-border investment income are often entitled to withholding tax refunds or tax relief at source, depending on several...

  • CSDs Featured

    Central Securities Depositories (CSDs)

    As CSDs continue to extend their scope of influence locally and internationally in both the equity and fixed income space,...

  • Custodians Featured

    Custodians

    Custodians are well aware of the challenges involved in servicing cross border assets and processing corporate actions.

  • Depositary Receipt Featured

    Depositary Receipt (DR) Programs

    GlobeTax supports the tax processing requirements of Depositary Receipts (DRs) and equivalent instruments. Because DRs are synthetic instruments, claims on...

  • ecerts-fact-sheet-thumbnail

    eCerts

    eCerts allows investors to electronically complete an application for a Certificate of Tax Residency - used to apply for favorable...

  • eDocs Featured

    eDocs

    eDocs, a secure online document creation and data submission tool, simplifies beneficial owner onboarding.

  • EDS Assist Featured

    EDS Assist®

    EDS Assist® facilitates the process of electing for Relief at Source from dividend withholding tax on American Depositary Receipts (ADRs)...

  • Endowments and Foundations Featured

    Endowments / Foundations

    In the current investment climate, every basis point counts, and there is growing pressure on fiduciaries and asset managers to...

  • esp-fact-sheet-featured

    ESP

    ESP is a secure platform for the collection of investor data and documentation.