Best Practice


Checklist: Is Your Firm Ready to Future-Proof Operations?

23rd October 2017

Asset management firms face a difficult competitive environment that’s constantly changing. For operations executives, this change provides an opportunity to take their firms’ growth and success to a higher level. Moving to a hosted or managed services operations platform can help many firms successfully meet the challenges they face. read more

Mobile Payment Server enabling YourPay

19th October 2017

Company: INSIDE Secure
Inside Secure’s Mobile Payment solution enables YourPay – allowing Issuing banks (and others) to easily deploy their own “Pays”. This allows them to complement their existing assets and customer relationships with a powerful, convenient and secure Mobile Payment solution. Inside Secure’s Mobile Payment Server manages the eco-system on... read more

Global treasury benchmarking survey

18th October 2017

Company: ION Treasury
In the fourth quarter of 2016, ION Treasury in association with Treasury Strategies, Standard Chartered Bank, and Zanders, set out to take the pulse of the treasury market, globally. The result is the second edition of the “Global Treasury Benchmarking Survey,” which captures the voice of nearly 1,000 finance professionals. This report shows... read more

Video: Xymbology - Resolving symbols, enabling choice

13th October 2017

For firms providing brokerage services, symbology data feeds enable the seamless on-boarding of new clients, who may use differing technologies for market data, order execution and portfolio management. Firms that use the Xymbology feed can gain a competitive advantage in winning new business, more often than not by a switch sale, with minimum... read more

ESP: To Automation and Beyond

6th October 2017

Company: GlobeTax
GlobeTax has a proven track record of maintaining a leading position in automating tax reclaim processes. Central to GlobeTax's strategy has been ESP, the firm’s proprietary electronic submission portal. The financial services industry has been quick to understand – and take advantage of – the expanded capabilities ESP provides, allowing them... read more

GlobeTax Introduces ESP Dashboard – A One-Stop Withholding Tax Servicing Tool

6th October 2017

Company: GlobeTax
GlobeTax launched ESP Dashboard, an integrated tax-relief event monitoring tool. The dashboard is a cutting-edge upgrade to ESP, the standard platform for beneficial owner disclosure and applications for withholding tax relief. The platform will create a custom work flow for each DTCC Participant, providing the ability to initiate a claim with just... read more

GlobeTax's explains implications of tax treaty changes on hedge fund community

6th October 2017

Company: GlobeTax
To help readers understand the myriad issues involved in crossborder tax payment and reclamation, The Hedge Fund Law Report interviewed Len Lipton, Managing Director of tax reclamation service provider GlobeTax. read more

Excess Foreign Withholding Tax Recovery: A Safe Bet

6th October 2017

Company: GlobeTax
Despite the growing uncertainty around the Fiduciary Rule's future under the new administration, the recent focus on the topic has underscored the value of excess foreign withholding tax recovery as a risk-free way to maximize returns. read more

Important Notices with XBRL Integration – A Guide

6th October 2017

Company: GlobeTax
XBRL (eXtensible Business Reporting Language) is an XML-based global standard used to electronically exchange business information. By integrating XBRL data into DTCC Important Notices, GlobeTax provides participants with extractable dividend information such as security name, CUSIP, payment date information, and withholding tax rates. read more

1Q17 Withholding Rate Changes

6th October 2017

Company: GlobeTax
Seven countries have issued statutory withholding rate changes in the first quarter of 2017. Changes like these – along with increased audits, documentation requirements, and scrutiny from regulators – illustrate the growing complexity that cross-border investors face. read more