We help you with custody tax oversight and optimize global withholding tax reclaims
With our global reclaim service coverage and powerful reclaim platform, Protocol, you can be confident your global portfolio consistently benefits from the lowest possible withholding tax rates.
Vision and mission
Our vision is to develop and operate the world’s leading integrated service and software platform for global withholding tax relief for all portfolio investors.
Within this overarching vision, our mission is to enable any investor to effectively and efficiently obtain the withholding tax relief they are entitled to in any market, and attain control of their withholding tax position.
We aim to achieve this through our global reach of withholding tax relief services and automation of withholding tax relief processes through our leading software platform Protocol.
Taxology's withholding tax reclaim and management solution Protocol
Our withholding tax experts have decades of combined experience as tax advisors to the financial services industry, and as in-house tax counsel with institutional asset managers.
In 2017, we released the first version of Protocol, our proprietary cloud platform for global withholding tax management and reclaims.
In 2025, our withholding tax reclaims exceeded USD 150 million.
Unlock your withholding tax recovery potential
Book a demo and take charge of your withholding tax returns today!