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View reports for global custody
complete:
1  Unacceptable
2  Very poor - always fails to meet expectations
3  Poor - often fails to meet expectations
4  Satisfactory - sometimes meets expectations
5  Good - often meets expectations
6  Very good - always meets expectations
7  Excellent - consistently exceeds expectations

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Complimentary reports evaluating supplier performance

Tax relief at source

Mechanisms for collecting entitlements to relief from withholding taxes at the time income is paid are applied where available for instruments in countries of investment across the globe.


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Tax reclaims

Identifying all countries of investment in which relief from income withholding taxes is available. Claiming this tax relief: in each case, preparing the required claim form and completing the requisite process in a timely and accurate manner, and actively pursuing items through to collection and reporting their status to clients.


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Tax lobbying

Taking a proactive and competent stance to lobbying for pragmatic solutions for obtaining tax relief efficiently, working with the operational units of tax authorities in this respect and also working with the policy units of tax authorities to gain clarity over the correct application of tax treaties and statutes where this is in doubt.


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Contractual tax reclaims

This is a cash management tool: the client's cash account is credited with entitlements to tax relief according to a pre-determined schedule of time frames, in place of when the tax refund monies are received. The contractual time frame may be n months after the income pay date (where the value of n varies according to the market concerned) or payment may be made, less a discount, with income payment. This can greatly assist clients in managing available funds.


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Tax reclaim reporting

The service provider reports on the status of tax reclaims for each country of investment in a clear, timely and accurate manner.


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Exception reporting

Clients are informed of standard refund time-frames for each country of investment and the provider takes a pro-active stance to report exceptions to the client, to address any pattern of refunds falling beyond the standard time-frame at management level in conjunction with the respective sub-custodian or other relevant parties and keeps the client informed.


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Tax documentation

Taking a proactive stance with tax documentation: defining all relevant tax documentation required for a client, obtaining this in advance and pursuing its timely completion.


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Tax support for CGT

Tax services provided include information and support on capital gains tax.


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Tax support for FTT

Tax services provided include information and support on financial transaction tax.


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Other feedback

Year-on-year performance, improvements needed...
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