Tax Services

Expert tax services designed for asset owners, managers and intermediaries

What we do

OUR VALUE

Leverage a secure, transparent and efficient framework for managing complex tax requirements, helping investors worldwide to benefit from reduced withholding taxes on income and gains in global markets.

How we help

SOLUTION HIGHLIGHTS

01

Tax Relief Services

Access tax relief services in more than 40 global investment markets and asset classes, including relief at source, tax reclaims and quick refunds tailored to a broad client base of asset owners, asset managers and intermediaries.

02

Market Intelligence & Tax Advocacy

Monitor regulatory and market changes using our NetInfo® updates for timely and detailed intelligence. We advocate for you on global investment tax matters, working with industry associations, local market participants and tax authorities worldwide.

03

Tax Expertise

Receive proactive and collaborative support from our global tax product and operations professionals. Our teams engage directly with clients, industry associations and tax authorities to help shape policy, influence change and provide timely updates on tax developments.

What we offer

PRODUCTS & SERVICES

Withholding Tax Optimization

Relief at Source

Tax Reclaims

Tax Documentation Management

Intermediary Clients

Tax Transparent Funds

Capital Gains Tax

US QI/NQI Tax Services

Help maximize investment returns by applying reduced withholding taxes aligned with beneficial owner profiles and entitlements under double tax treaties and domestic laws in specific markets.

Benefit from potential immediate tax relief by applying reduced withholding taxes on income pay dates, in line with market practices, for timely and accurate tax treatment.

Claim tax refunds efficiently through paper or electronic filings in accordance with market practices, helping you reclaim funds owed with comprehensive reporting throughout the cycle.

Better maintain compliance and reduce tax costs by managing your tax documentation from initial requirement identification through to market filing and periodic renewals.

Help optimize tax benefits for your underlying clients using our intermediary services by applying relief at source or tax reclaims based on their tax profiles and entitlements.

Support enhanced withholding tax efficiencies with our integrated custody, fund accounting and tax reporting solutions designed for tax transparent funds and other asset pooling vehicles for institutional investors.

Better maintain compliance and stay informed with monitoring, calculating and reporting of global capital gains tax exposures using our advanced automation and expert jurisdictional support.

Receive support with U.S. tax withholding and reporting requirements through our tailored products and services for U.S. Qualified and Non-Qualified Intermediary clients.

What you gain

BENEFITS AT A GLANCE

Help Maximize Returns

Support improved investment performance by reducing withholding tax drag. With efficient tax processing, we help you maximize withholding tax relief on or close to income pay date. You gain enhanced control over tax-related cash flows to support liquidity management and FX execution strategies.

Generate Operational Alpha

Automate and simplify tax processes, including tax documentation, income collection and tax reclaim filings to help reduce manual intervention and operational risk. You can also leverage contractual income payments for better intraday risk management and improved tax outcomes.

Tax Service Evolution

Help maximize withholding-tax benefits and support full legislative compliance. We stay ahead of tax developments and evolving regulations worldwide, continuously refining our tax services to support you as your requirements evolve.