Custody tax oversight and global withholding tax reclaims
An effective global withholding tax management strategy involves both measuring the custodian’s withholding tax recovery performance and pursuing reclaims that fall outside the custodian’s service offering.
Custody tax oversight
Most custodians offer a comprehensive global withholding tax recovery service. Making the most of this service requires a pro active approach and ongoing monitoring of income data and custody tax data. That's where we come in.
Global withholding tax reclaim
The single biggest misconception in withholding tax recovery is that custodians recover everything. There are always certain investment markets, security types, or reclaim types that custodians do not support. We identify and reclaim the withholding tax your custodian leaves on the table.
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