GlobeTax

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ESP: To Automation and Beyond

6th October 2017

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

6th October 2017

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

6th October 2017

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.
GlobeTax: About Us

6th October 2017

GlobeTax is the leading provider of withholding tax recovery/relief and tax information reporting services to the global financial community, processing over 6.5 million reclaims a year. It serves as sole appointed tax relief and reclaim agent for all US Depository Banks issuing ADRs and equivalent instruments. GlobeTax researches and continually...
GlobeTax in the Marketplace

6th October 2017

Founded in 1992, GlobeTax is the world’s trusted provider of foreign tax relief services to the investment and financial services community. GlobeTax helps clients recover over-withheld foreign tax on investment income by simplifying the rigorous reclaim process, thereby ensuring clients receive all income to which they are legally entitled.
Withholding Tax Relief & Reclaim

6th October 2017

When investors receive income (dividends/interest) from cross border investments, they are often taxed at a high, statutory withholding rate; under Double Tax Treaties investors may be eligible to a lower treaty rate. The process to recover this over-withheld tax can be onerous; every country has distinct filing procedures, languages, and...
MIDAS

6th October 2017

GlobeTax launched MIDAS (Managed Income Distributions At Source), the market's first and only comprehensive solution for global relief at source processing. The new platform expands GlobeTax's previous EDS Assist solution, which led the market in processing DTCC-eligible securities like American Depositary Receipts for over a decade. As the new...
Excess Foreign Withholding Tax Recovery: A Safe Bet

6th October 2017

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.
Important Notices with XBRL Integration – A Guide

6th October 2017

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.
1Q17 Withholding Rate Changes

6th October 2017

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.