Taxology

Our Services

Managing withholding tax and minimizing drag on a global public equities and fixed income portfolio is complex and resource-intensive. Investors are spending a lot of time and resources monitoring and managing withholding tax relief on their global investment portfolio yet struggle to get insight in and control over their global withholding tax position. What’s worse is that they are missing out on millions of withholding tax relief annually.

With our global reach of withholding tax services and our recovery platform Protocol, investors can be confident they are getting the right withholding tax rates applied to their investment portfolios all the time, while having direct insight in results and managing risks, through clear and easily auditable processes.

Our Services

Managing withholding tax and minimizing drag on a global public equities and fixed income portfolio is complex and resource intensive. Investors are spending a lot of time and resources monitoring and managing withholding tax relief on their global investment portfolio yet struggle to get insight in and control over their global withholding tax position. What’s worse is that they are missing out on millions of withholding tax relief annually.
TAXOLOGY

We assist investors with their global withholding tax relief and recovery in the widest sense. To perform our services as efficient and effectively as possible, and to provide insight and control, we use the automation solutions embodied by our recovery software platform Protocol. Our services comprise withholding tax service review, reclaims, and compliance support.

Withholding tax service review
Investors’ custodians offer withholding tax relief services as part of their overall service offering. However, the responsibility for the effectiveness of these services lies with investors. This means investors should constantly compare rate tables with service applied, close service gaps, and complete a constant and recurring stream of custody tax packs and withholding tax forms. It is a time consuming exercise that is prone to human error. Protocol provides investors the tooling they need manage and control the process and create helpful insights. With Protocol and the supporting services of our withholding tax experts, investors can be assured they are getting everything out of their custodian’s withholding tax service.
Withholding tax reclaims

In our view, the single biggest misconception among investors when it comes to withholding tax is that their custodian “has it all covered”. Indeed, custodians offer a wide array of withholding tax relief services across many investment markets. But there are always situations, investment setups, and markets where custodians do not offer withholding tax relief services. Typically, these will be the less standard situations, investment setups, and more complex markets. This is where we step in. Comparing investors’ (custody) tax rate table with our own dynamic global withholding tax data base, we identify additional withholding tax recovery opportunities. Once we have identified the additional withholding tax recovery opportunities we collect, validate, and process the requisite data and documentation for withholding tax reclaims procedures, and prepare, file and follow up on reclaims. In the process, we can liaise directly with the custodian to relieve investors from this burden. We take care of reclaiming additional withholding tax reclaim opportunities from start to finish.

Withholding tax compliance services

We fill out investors’ custody tax questionnaires, withholding tax forms, and ad hoc or special corporate action forms to get the most out of their withholding tax service and additional withholding tax reclaims.

Withholding tax service review
Investors’ custodians offer withholding tax relief services as part of their overall service offering. However, the responsibility for the effectiveness of these services lies with investors. This means investors should constantly compare rate tables with service applied, close service gaps, and complete a constant and recurring stream of custody tax packs and withholding tax forms. It is a time consuming exercise that is prone to human error. Protocol provides investors the tooling they need manage and control the process and create helpful insights. With Protocol and the supporting services of our withholding tax experts, investors can be assured they are getting everything out of their custodian’s withholding tax service.
Withholding tax reclaims

In our view, the single biggest misconception among investors when it comes to withholding tax is that their custodian “has it all covered”. Indeed, custodians offer a wide array of withholding tax relief services across many investment markets. But there are always situations, investment setups, and markets where custodians do not offer withholding tax relief services. Typically, these will be the less standard situations, investment setups, and more complex markets. This is where we step in. Comparing investors’ (custody) tax rate table with our own dynamic global withholding tax data base, we identify additional withholding tax recovery opportunities. Once we have identified the additional withholding tax recovery opportunities we collect, validate, and process the requisite data and documentation for withholding tax reclaims procedures, and prepare, file and follow up on reclaims. In the process, we can liaise directly with the custodian to relieve investors from this burden. We take care of reclaiming additional withholding tax reclaim opportunities from start to finish.

Withholding tax compliance services

We fill out investors’ custody tax questionnaires, withholding tax forms, and ad hoc or special corporate action forms to get the most out of their withholding tax service and additional withholding tax reclaims.

Start optimizing your withholding tax recovery today!

Start optimizing your withholding tax recovery today!