Tax: A Problem or an Opportunity?

Custodians and CSDs are familiar with the challenges involved in servicing cross-border assets and processing associated corporate actions. Many of these processes remain manual and have proven difficult to automate. However, pressure is increasing from investors, market participants, issuers and regulators to improve the efficiency of tax reclaim servicing.


GlobeTax provides streamlined tax processing for relief at source, quick-refund and long-form reclaim filings. We contract directly with custodians to monitor income data and investor information, including for omnibus accounts, in order to prepare tax reclaims. Once compiled, claims are submitted to the appropriate authority in the foreign market, and monitored until the refund is ultimately issued.

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GlobeTax provides back-office tax processing services to CSDs and ICSDs enabling them to enhance their tax service offering. Our solutions assist with investor disclosure, tax relief, recovery and reporting. With the help of our comprehensive client-facing solutions including ESP, we automate and simplify the withholding tax reclaim process.

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