Custody tax oversight and control
We don't compete with your custodian. We provide the oversight and control to ensure you get everything out of their withholding tax recovery service in the most efficient manner possible.
Why you need oversight and control
While most custodians offer a comprehensive withholding tax recovery service with data portals, they don’t provide the independent, dynamic and near-realtime insight that you need to manage your global withholding tax position efficiently and effectively. We do.
How we work
With our proprietary technology platform Protocol, we continuously analyze and monitor global investment portfolios. Any custody tax service gaps such as relief at source or reclaims missed by the custodian are flagged as they arise. Key information is captured in insightful actionable tickets for easy resolution. Service gaps can be resolved by our clients, or by us under a broad power of attorney.
Curious if you are
missing reclaim opportunities?
Talk to one of our withholding tax reclaim specialists