Withholding taxreclaims forPrivate Banking
Enhance your private banking offering with seamless dividend withholding tax recovery.
How it works
Analysis
We assess your clients’ international portfolios to identify every eligible withholding tax reclaim opportunity.
Processing
Our technology platform handles all documentation, submissions, and follow-ups automatically on behalf of your clients.
Recovery
Recovered funds are returned to your clients efficiently, enhancing their net returns and your service proposition.
Benefits
Automated processing
Deliver a premium, hands-free reclaim experience to your private banking clients through end-to-end automation.
Compliance guaranteed
Ensure full regulatory compliance across all markets with our expert-maintained tax treaty knowledge base.
Maximum recovery
Boost client portfolio performance by recovering the maximum allowable withholding tax on international dividends.
Dedicated support
Your relationship team is backed by specialist tax professionals who understand the private banking landscape.