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Operational Tax for Investment Firms
23 October 2024
London

Taxology

Profile

TAXOLOGY is a global withholding tax recovery solutions and service provider to institutional investors and investment managers. Its clients include pension funds, investment managers, insurance companies, charities and sovereign wealth funds. Taxology’s proprietary cloud platform Protocol monitors and manages its clients’ custodian withholding tax service on the global public equities and fixed income investment portfolios. It also identifies recoverable withholding tax that falls outside the scope of the custodian’s withholding tax service. Taxology offers a full reclaim service to complement its platform Protocol. From collecting and validating data and documentation, to preparing, filing and following up on reclaims until paid. With Protocol and Taxology’s global withholding tax reclaim service, institutional investors and investment managers can be confident they are getting the best withholding tax rates applied to their global portfolio at all times, while having complete oversight and control over their global withholding tax position.

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  • Withholding tax & the increase in scrutiny from authorities around tax reclaims

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