Our Solution
Protocol is a withholding tax management and reclaim software solution for asset managers and institutional investors. Protocol is not just about reducing tax drag on investment portfolios. By using Protocol, users automatically leave an audit trail, demonstrating they are in control of the global withholding tax position.

Our Solution
Protocol is a withholding tax management and reclaim software solution for asset managers and institutional investors. Protocol is not just about reducing tax drag on investment portfolios. By using Protocol, users automatically leave an audit trail, demonstrating they are in control of the global withholding tax position.

protocol
Organized by investor, fund, year and country, Protocol details all relevant information such as reclaim entitlements, due dates, and status in an always-up-to-date status report of the global withholding tax position.
Protocol truly automates the withholding tax recovery process.
protocol
Organized by an investor, year and country, Protocol details all relevant information such as reclaim entitlements, due dates, and status in an always-up-to-date status report of the global withholding tax position. Protocol truly automates the withholding tax recovery process.
Global investment portfolio analysis
Automated withholding tax form filling
Real time reporting
Global investment portfolio analysis
Combining automated investment income analysis with a dynamic withholding tax rate database, Protocol instantly analyzes any global investment portfolio for custody withholding tax service gaps and incremental reclaim opportunities. Service gaps are differences between tax rates expected to be applied based on the withholding tax service agreement with the custodian and tax rates actually applied by the custodian. Incremental reclaim opportunities are reclaims that are simply not serviced by the custodian. Protocol helps monitor and close service gaps, and reclaim incremental reclaim opportunities. In the process, it validates all input data and filters out errors, ensuring accurate data is used in reclaims.
Automated withholding tax form filling
Real time reporting


Take control of your global withholding tax position today.
