EU Withholding Tax Discrimination Claims
GlobeTax can help investment and pension funds recover additional withholding taxes from EU Member States as a result of European...
Resources
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eValidation
Our eValidation portal was designed to streamline preparation, validation and reconciliation activities for our clients. Tax Information Reporting is an...
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Financial Advisors
By identifying potential over-withheld cross-border tax entitlements, submitting claims and posting refunds directly to clients’ accounts, GlobeTax ensures that Financial...
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Hedge Funds
Hedge funds are under pressure to leverage every ounce of return and maximize performance. Income from cross border assets is...
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Individual Investors
Investors holding international securities are often subject to withholding tax by a foreign government on investment income (dividends and interest).
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Investment Managers
Tax reclamation is important for professional investment managers, as any recovery of excess withholdings directly enhances portfolio performance. Navigating complex...
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MIDAS®
Financial institutions know that relief at source is the most efficient solution for providing their clients favorable withholding tax rates....
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Mutual Funds & ETFs
Reclaiming foreign withholding tax can enhance the performance of a portfolio by upwards of 25 basis points annually but the...
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Omnibus Accounts
Custodians can enhance their service offering to clients by enabling tax reclamation for omnibus accounts holders.
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Pension Funds
Pensions are often tax exempt in their country of residence and in many markets the treaty rate for these institutions...
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Prime Brokers
While recovering excess withholding tax is very valuable for a prime broker’s clients, administering the process can be complex. Small...
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Registered Investment Advisors
GlobeTax provides a specialized service to recover over-withheld tax for Registered Investment Advisors (RIAs) and their varied client base.