Custody tax oversight
We analyze your custodian's withholding tax recovery service to ensure it's working effectively and help you make the most of what your custodian offers.
Withholding Tax Solutions for Institutional Investors and Asset Managers
Increase net portfolio returns by streamlining custody oversight and optimizing global withholding tax reclaims
Services
Custody tax oversight and global withholding tax reclaim
Optimize withholding tax recovery | Improve operational efficiency | Reduce compliance risk
Global withholding tax reclaim
We reclaim withholding tax opportunities that fall outside the scope of your custodian's offering, like "ECJ reclaims" or reclaim markets not serviced.
Solution
Our leading solution Protocol
Our technology platform Protocol is for institutional investors and asset managers who need a structured, highly efficient and proactive approach to custody tax oversight and global withholding tax recovery.
Optimize your
withholding tax recovery
Protocol captures custody tax services gaps and non-custody tax reclaims as they arise, preventing delays or forfeiture. Automated task prioritization and notification helps meet dealines and boosts withholding tax recovery.
Operational
excellence and efficiency
Leverage Protocol's process automation and ongoing income and custody tax data validation and analysis to recover more with fewer resources.
Comprehensive
oversight and control
Maintain full oversight over your custodian’s recovery service and your non-custody withholding tax reclaims in an intuitive dashboard that organizes and tracks all required actions.
Insights
Show all insights Practical global withholding tax insights
Stay updated on global withholding tax changes, rates, treaties, reclaim opportunities, and case law.
DECEMBER 11, 2025 • 8 minute read
Withholding Tax Reclaims in Luxembourg
Explore Luxembourg's dividend withholding tax, its rates, exemptions, and reclaim opportunities under double tax treaties.
Knowledge hub
DECEMBER 8, 2025 • 4 minute read
Belgium to increase withholding tax on dividends – what this means for foreign investors
Belgium’s latest adjustments to the withholding tax (WHT) regime has sparked substantial debate among tax practitioners when it comes to the increase of the reduced rate on dividends under the VVPRbis mechanism.
Tax news
DECEMBER 7, 2025 • 3 minute read
The Updated Dutch Fund Decree (2025): A Practical Overview for Tax Professionals
The Dutch State Secretary for Finance has released an updated Fund Decree (2 December 2025), offering new guidance on how Dutch tax law treats investment funds, particularly those organized as Dutch or foreign limited partnerships.
Tax news
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Find out how we can help you optimize your withholding tax recovery.