The world’s leading provider
of withholding tax relief
AND recovery
services
The world’s leading provider of withholding tax relief & recovery services
As an outsourced service provider, we manage all aspects of the claim preparation and processing lifecycle for clients to support our vision that no investor overpays withholding tax.
What is Withholding Tax Recovery?
Tax authorities around the world withhold up to 35% of dividend and interest income paid to non-resident investors.
Fortunately, under Double Taxation Treaties, investors can recover over-withheld tax, improving return on investment. The map shows some of the preferential rates a U.S. investor can secure around the world (markets and rates are subject to change).
Canada
Before: 25%
With GlobeTax: 15% or 0%
Sweden
Before: 30%
With GlobeTax: 15% or 0%
Ireland
Before: 25%
With GlobeTax: 0%
Poland
Before: 19%
With GlobeTax: 15%
Germany
Before: 26.375%
With GlobeTax: 15 or 0%
France
Before: 26.5%
With GlobeTax: 15%
Switzerland
Before: 35%
With GlobeTax: 15% or 0%
Italy
Before: 26%
With GlobeTax: 15%
Spain
Before: 19%
With GlobeTax: 15% or 0%
Korea
Before: 22%
With GlobeTax: 16.5%
Australia
Before: 30%
With GlobeTax: 15% or 0%
Norway
Before: 25%
With GlobeTax: 15%
Finland
Before: 30%
With GlobeTax: 15% or 0%
Denmark
Before: 27%
With GlobeTax: 15% or 0%
Netherlands
Before: 15%
With GlobeTax: 15% or 0%
Czech Republic
Before: 35%
With GlobeTax: 15%
Belgium
Before 30%
With GlobeTax: 15% or 0%
Austria
Before: 27.5%
With GlobeTax: 15%
Portugal
Before: 28%
With GlobeTax: 15%
South Africa
Before: 20%
With GlobeTax: 15%
Japan
Before: 15.315%
With GlobeTax: 10% or 0%
New Zealand
Before: 30%
With GlobeTax: 15% or 0%
Why Recover Taxes?
Boost Portfolio
Performance
Differentiate and
Beat Benchmarks
Fulfill
Fiduciary Duty
Why Choose GlobeTax?
Efficiency
2 Trillion
Shares processed
through our ESP service
RESULTS
2 Billion
Dollars returned to
clients each year
INDUSTRY LEADERSHIP
7Million
Claims submitted and
processed each year
processed each year
RELATIONSHIPS
370+
Relationships with
industry counterparties
Value-Add
50 Basis Points
Annual alpha from
tax recovery
tax recovery
SCOPE
40+
Markets in which
we file claims
we file claims
how we help
Through MIDAS® and ESP, GlobeTax solves the withholding tax relief and recovery challenges of investors, issuers, and intermediaries across the global custody chain.
Full Service Tax Recovery
GlobeTax’s MIDAS® manages all aspects of the claim identification and submission process, helping clients annually add up to 50 basis points of performance.
Who we help
- Fund Managers
- Tax Exempts
- Asset Managers
- Banks/Brokers
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- Financial Advisors
- Pensions
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Streamlined Tax Disclosure
GlobeTax’s ESP platform streamlines intake and processing of beneficial owner data and documentation, improving efficiency market-wide.
Who we help
- Depositary Banks
- Withholding Agents
- DTC Participants
- CSDs
- Transfer Agents
- Custodians
- Issuers
- Tax Authorities