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.
AUGUST 26, 2025 • 5 minute read
CJEU Ruling in Case C-602/23: CJEU says Austria may deny refund if income is taxed at investor level
In a decisive judgment rendered on 30 April 2025 in Finanzamt für Großbetriebe v. Franklin Mutual Series Funds – Franklin Mutual European Fund (C-602/23), the Court of Justice of the European Union (CJEU) provided clarity on the treatment of foreign investment funds under Austrian withholding tax law.
Tax news
AUGUST 20, 2025 • 4 minute read
Dividend Withholding Tax in Switzerland
Explore how Switzerland's 35% dividend withholding tax can be reduced or eliminated through double tax treaties and refund options.
Knowledge hub
JULY 22, 2025 • 3 minute read
U.S. – Denmark Competent Authority Arrangement Finalized: Implication from 81/100 Group Trusts and Withholding Tax Reclaims
In March 2025, the United States and Denmark finalized a Competent Authority Arrangement (CAA) clarifying which pension entities or arrangements qualify under “pension fund” status in order to qualify for treaty benefits under Article 10(3)(c) of the 1999 Denmark–U.S. tax treaty.
Tax news
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Find out how we can help you optimize your withholding tax recovery.