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| Fact Sheets |
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eCerts for Employee Shareholders |
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Helps to ensure that employee plan participants receive full dividend
entitlements. |
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ESP
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GlobeTax’s Electronic Submission Portal process works to facilitate reclaim
filings in available markets. |
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US Tax Information Reporting
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A description of GlobeTax’s service to QIs and NQIs for US Tax Information
Reporting including 1042-S production and filings in addition to a service to
non-resident beneficial owners who wish to reclaim excess withholding tax from
the United States. |
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eCerts
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GlobeTax’s online certification and documentation assistance tool guides users
through the process of creating documentation necessary to certify treaty
eligibility status, which can be used to reclaim excess tax withheld on foreign
investment income. |
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eDocs
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Generates documentation required to file reclaims on behalf of a variety of
beneficial owner types. This fact sheet explains how financial institutions can
use eDocs to create and execute documentation required to file tax reclaims on
their clients’ behalf. |
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Metrics of Performance
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Provides key statistics on cross-border withholding tax reclamation, and
explains the basic components of the tax reclamation process. |
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Outsourcing
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Details GlobeTax's primary outsourcing service for custodians who wish to (i)
reduce costs, (ii) improve efficiency and (iii) extend the scope of their
offering to their clients. |
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TRSB |
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The Tax Reclaim Service Bureau is the latest V-STP tax process service from
GlobeTax. This Fact Sheet details how custodians can make their withholding tax
functions STP by using TRSB. The service leverages GlobeTax's primary tax
processing benchmarks. |
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EDS Assist® |
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GlobeTax provides specific help for US and Canadian beneficial owners and their
intermediaries to obtain relief at source on certain income types in certain
markets. EDS Assist® enables users to make EDS elections online. |
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eTaxData Online |
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Web-based withholding tax research tool available directly from GlobeTax Data
Services Inc. or via selected global partners. |
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Beneficial Owner Services |
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Outlines tax reclamation services available directly to beneficial owners in
receipt of cross border investment income which has been over-taxed. |
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Eurobond Reclaims |
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Eurobond payments are no longer guaranteed to be tax exempt. This Fact Sheet
details how paying agents, ICSDs or custodians can use GlobeTax's V-STP process
to implement the Eurobond Long Form Protocol for tax reclamation. |
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Agent Banks |
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reclaim process. |
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Depositary and Issuer Services |
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Details the ADR tax reclaim process, and our services to the depositary
community. |
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Issuer and Transfer Agent Services |
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Provides information on GlobeTax’s Electronic Submission Portal (ESP) and other
services to share issuers and transfer agents. |
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Spanish Bonds |
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Describes GlobeTax’s services for holders and issuers of Spanish debt
instruments. |
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| Info Sheets |
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Scale & Scope
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Provides information on the general scale and scope of withholding tax
worldwide, and allows investors to estimate recovery averages for their fund.
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Depositary Receipts
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Provides information on Depositary Receipts and how they are affected by
withholding taxes. |
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Omnibus Accounts |
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Details GlobeTax’s service offerings for Omnibus Accounts, whose complex
structure requires special consideration when effecting withholding tax
recovery. |
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Statute of Limitations |
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Explains Statutes of Limitations, and how they affect withholding tax recovery. |
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| Segment Focus |
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Prime Broker
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Cross-border withholding tax reclamation is a valuable service to hedge funds
and their beneficial owners. This fact sheet explains how GlobeTax works with
prime brokers to help them provide the highest possible level of service to
their clients. |
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Custodian |
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Outlines GlobeTax’s service offering to custodians looking to service their
clients’ cross border assets. |
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Endowments/Foundations |
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Endowments and Foundations are often in a position to receive full entitlements
on their cross border investments. This Segment Focus sheet addresses how these
organizations may maximize their investment returns. |
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Hedge Funds |
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Due to the complex structure of hedge funds, foreign tax authorities do not know
the identities of underlying beneficial owners within the fund. This segment
focus sheet explains this issue and provides solutions to break this
transparency barrier, so that investors may receive all funds to which they are
entitled. |
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Pension Funds |
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Pension Funds are also recognized as tax exempt entities in many markets, but
due to the way that shares are held foreign governments may not be aware of this
tax status. This Segment Focus sheet provides solutions for maximizing your
returns by ensuring that full entitlements are granted. |
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Broker
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Details how GlobeTax’s services can benefit all types of brokerage clients. |
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Asset Manager
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Mutual funds and other asset managers can benefit greatly from engaging in tax
reclamation. This Segment Focus sheet explains how GlobeTax can work with these
entities to recover the maximum entitlement available to them. |
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2009 - Instructions for Form 1116 |
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Outlines foreign taxes not eligible for a tax credit. |
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