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.
APRIL 22, 2025 • 4 minute read
Italian supreme court affirms ‘look-through’ approach in withholding tax exemption
Italy’s Supreme Court affirms the look-through approach for WHT exemptions, clarifying that beneficial ownership—not form—drives eligibility for EU-based investors.
Tax news
APRIL 16, 2025 • 2 minute read
Taiwan MOF Extends Application Period for Tax Treaty Benefits Under Amended Article 34 of Double Taxation Regulations
Taiwan's MOF extends the application period for tax treaty benefits from 5 to 10 years, enhancing consistency and fairness for nonresident taxpayers.
Tax news
MARCH 25, 2025 • 4 minute read
Polish Tax Exemption for Investment Funds Ruled in Breach of EU Law: Implications for Investors
Poland's tax policy for investment funds has been deemed non-compliant with EU law, affecting cross-border investment strategies. Discover the implications for investors across Europe.
Tax news
Ready to optimize your withholding tax recovery?
Find out how we can help you optimize your withholding tax recovery.