Global withholding tax reclaim
Realize your portfolio’s full potential without changing the risk profile with expert services that optimize withholding tax relief, ensure compliance, and enhance global oversight.
Why you need global withholding tax reclaim
Custodians apply relief at source and offer withholding tax reclaim in most key investment markets. However, there are always certain claim types (such as “ ECJ claims”), certain securities (such as depository receipts) and certain markets (often the more complex reclaim markets) that the custodian does not service. We identify and pursue these reclaim opportunities as a seamless addition to you custodian’s service offering, bringing you as close to 100% recovery as possible.
How we work
With our proprietary technology platform Protocol, we continuously analyze and monitor global investment portfolios. Any reclaim opportunities that fall outside of your custodian’s service offering are flagged as they arise. Key information is captured in an insightful dashboard with actionable tickets from which we work to obtain the requisite reclaim documentation to prepare and file reclaims, and where reclaim progress is tracked.
Curious how you can
monitor your custodian?
Join top institutional investors who have gained full control over their withholding tax process.