This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Operational Tax for Investment Firms
4 October 2023
Prospero House - London BridgeLondon

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.

We're bringing you

  • Exploring the FASTER Proposal for a Council Directive on withholding tax procedures across Europe

    11:20
  • Increasing transparency? – Exploring the practical implications of a new withholding tax reclaim regime

    15:50

Our Speakers