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Tax services

Survey questionnaire
Rate your providers on up to 8 service elements
All responses will be treated in the strictest confidence

Tax reclaims

The service provider identifies all countries of investment in which relief from withholding tax is available (whether to some or all classes of asset owner). For these countries, the provider offers a service for claiming this tax relief. The provider prepares the required claim form and completes the required process, pursuing items as appropriate and reporting their status to clients.


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Tax relief at source

The service provider applies available mechanisms for collecting entitlements to tax relief at the time income is paid.


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Proactive solicitation of tax documentation

Defining all relevant tax documentation required for a client, suppling this in advance and pursuing its timely completion.


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Contractual tax reclaims

This is a cash management tool: the client's cash account is credited with entitlements to tax relief according to a pre-determined schedule of time frames, in place of when the tax refund monies are received. The contractual time frame may be n months after the income pay date (where the value of n varies according to the market concerned) or payment may be made, less a discount, with income payment. This can greatly assist clients in managing available funds.


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Tax reclaim reporting

The service provider reports on the status of tax reclaims for each country of investment.


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Exception reporting vs standards

Clients are informed of standard refund time frames for each country of investment and the provider takes a pro-active stance to report exceptions to the client and to address any pattern of refunds falling beyong the standard time frame at management level in conjunction with the respective sub-custodian or other relevant parties.


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Tax support for CGT

Tax services provided include information and support on capital gains tax.


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Tax support for FTT

Tax services provided include information and support on financial transaction tax.


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