Withholding tax recovery

Reclaim more of the withholding tax you are owed   

Withholding tax recovery on foreign equity is complex and often times, firms are not claiming as much as they are entitled to, which can directly impact the performance of the funds. 

This process is usually managed by in-house teams and traditional servicers who are limitedby their jurisdiction coverage or their inability to use some of the available recovery methods. 

With the help of a specialist, who uses dedicated technology and leverages local experts, you can reclaim more than what you are used to. You can also claim retroactive withholding tax. 

Our partner leverages the data captured in your IBOR to complement or replace your existing processes and help its clients add on average 5bp to the performance of their funds.