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.
JULY 11, 2025 • 4 minute read
Poland Issues Final Guidance on Beneficial Ownership for Withholding Tax (WHT) Relief
On 9 July 2025, the Polish Ministry of Finance published binding tax clarifications (Objaśnienia podatkowe) on the application of the “beneficial owner” clause to withholding tax (WHT) relief. These explanationsmark the first authoritative statement of Poland’s BO doctrine.
Tax news
JUNE 24, 2025 • 4 minute read
One Big Beautiful Bill: Understanding the Implications of Section 899 for Foreign Investors
Discover how Section 899 impacts foreign investors with surtaxes up to 50%. Learn which jurisdictions are affected and how to plan ahead.
Tax news
MAY 8, 2025 • 2 minute read
3 Tips for a Successful Withholding Tax Recovery Infrastructure
Optimizing and managing withholding tax for global public equities investment portfolios is complex and time-consuming. A well-structured process can help ensure timely collection of data and efficient tax reclaims, while minimizing unnecessary communication and resource strain among stakeholders.
Knowledge hub
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Find out how we can help you optimize your withholding tax recovery.