Resources

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  • eTaxData

    Financial institutions and investors use eTaxData, GlobeTax’s strategic, online withholding tax information tool, for planning, research and management of dividend...

  • 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...

  • Financial Advisors

    By identifying potential over-withheld cross-border tax entitlements, submitting claims and posting refunds directly to clients’ accounts, GlobeTax ensures that Financial...

  • Hedge Funds

    Hedge funds are under pressure to leverage every ounce of return and maximize performance. Income from cross border assets is...

  • Investment Managers

    Tax reclamation is important for professional investment managers, as any recovery of excess withholdings directly enhances portfolio performance. Navigating complex...

  • MIDAS®

    Financial institutions know that relief at source is the most efficient solution for providing their clients favorable withholding tax rates....

  • Mutual Funds & ETFs

    Reclaiming foreign withholding tax can enhance the performance of a portfolio by upwards of 25 basis points annually but the...

  • Pension Funds

    Pensions are often tax exempt in their country of residence and in many markets the treaty rate for these institutions...

  • Prime Brokers

    While recovering excess withholding tax is very valuable for a prime broker’s clients, administering the process can be complex. Small...

  • Registered Investment Advisors

    GlobeTax provides a specialized service to recover over-withheld tax for Registered Investment Advisors (RIAs) and their varied client base.