GlobeTax

A primary driver of GlobeTax’s success is viewing each of our clients as partners. Recovering over-withheld taxes can be challenging and requires a detailed understanding of the complex processes and requirements in each market. We simplify it by monitoring and coordinating the tax reclamation process from start to finish, beginning from the moment dividends or interest is paid on a foreign security.

Company Announcements

XBRL US Labs ISO 20022 Corporate Actions Pilot Expanding - GlobeTax and XSP to participate in testing issuer-to-investor automation
XBRL US Labs ISO 20022 Corporate Actions Pilot Expanding - GlobeTax and XSP to participate in testing issuer-to-investor automation

27th October 2010

XBRL US Labs, the research arm of the national consortium for XML business reporting standards, announced today that two more industry leaders, tax recovery services provider GlobeTax, and corporate actions automation innovator XSP, will participate in the testing phase of an initiative commissioned by the Depository Trust & Clearing Corporation...
GlobeTax strengthens European presence
GlobeTax strengthens European presence

22nd May 2008

GlobeTax today announced a strategic alliance with Kler's Financial Data Service to market its withholding tax reference data services in Italy and other European markets. Kler's supplies the economic and financial sectors with on-line databases and consulting services. Their mission is to provide reliable, complete and up-to-date on-line data...
GlobeTax enters alliance with Kler’s Financial Data Service
GlobeTax enters alliance with Kler’s Financial Data Service

22nd May 2008

GlobeTax today announced a strategic alliance with Kler's Financial Data Service to market its withholding tax reference data services in Italy and other European markets. Kler's supplies the economic and financial sectors with on-line databases and consulting services. Their mission is to provide reliable, complete and up-to-date on-line data...
GlobeTax Appoints Bob Davies as Senior Advisor
GlobeTax Appoints Bob Davies as Senior Advisor

1st May 2008

GlobeTax announced today that it has appointed Bob Davies as Senior Advisor. Mr. Davies was previously at SWIFT where he was Managing Director of the Securities Industry Division in North America. He also directed SWIFT's commercial, sales and marketing activities for major custodians, brokers, investment managers and market infrastructures in the...
SWIFT looks to adopt V-STP for corporate actions automations
SWIFT looks to adopt V-STP for corporate actions automations

2nd October 2007

Following a successful pilot in which over $104 million was recovered for twenty Citi clients in seven markets, SWIFT was urged by speakers to adopt the new V-STP automated corporate actions processing model as explained by Ross McGill, Director of Marketing at GlobeTax. Other speakers at the open theatre session, which lasted thirty minutes and is...
GlobeTax launches Eurobond Long Form Market Protocol
GlobeTax launches Eurobond Long Form Market Protocol

26th September 2007

Amid growing concerns among market participants about the tax treatment of Eurobonds, GlobeTax has launched a Long Form Market Protocol to complement and support the relief at source and quick refund processes already available in the market.Ross McGill, Director of Marketing of GlobeTax explains, “Historically Eurobonds have been deemed tax...
Union Bank of California signs to GlobeTax’s market reference data service
Union Bank of California signs to GlobeTax’s market reference data service

5th September 2007

San Francisco based custodian Union Bank of California, N.A. is the latest financial firm to sign up to e-TaxData Online, GlobeTax’s searchable, on-line tax rate reference data base.Mike Daly, Vice President of Compliance and Risk Management, of Union Bank said, “As a custodian with global reach we need to have the best tax information...