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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?

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Boost Portfolio

Performance

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Differentiate and

Beat Benchmarks

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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

RELATIONSHIPS

370+

Relationships with
industry counterparties

Value-Add

50 Basis Points

Annual alpha from
tax recovery

SCOPE

40+

Markets in which
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
  • Trusts
  • Financial Advisors
  • Pensions
  • High Net Worth Individuals

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