CUSTODIAN PORTAL Not a user yet? Click to request a demo

WTax has worked extensively with over 150 custodians, prime brokers, ICSDs and other intermediaries to service mutual clients over the last two decades. As a result of this collaboration, WTax understands the inherent challenges faced by custodians and their clients alike.

In response to this, WTax have developed bespoke offerings tailored to the needs of the custodians’ withholding tax relief and reclaim functions that achieve:

  • Cost reduction.
  • Risk mitigation.
  • Operational efficiencies.
  • Automated data and tax document collection.
  • Enhanced end-investor experience.

WTAX’S CUSTODIAN TAX PRODUCTS

TAX FORM PRE-POPULATION

TAX FORM PRE-POPULATION

  • An automated solution to assist custodians with the pre-population of global tax forms and any accompanying tax documents on behalf of their clients for the purpose of withholding tax relief applications.
  • The tax forms available cover global investment markets in-scope of a custodian’s service offering and can be applicable to the three tax relief mechanisms: relief at source, quick reclaim and standard reclaim.
TAX INTEGRITY REPORTING SOLUTIONS (TAX RISK)

TAX RISK REPORTING

  • Health Checks on Beneficial Owners.
  • Health Checks on Tax Rate Tables.
  • Tax Reclaim Accrual Checks.
  • Tax Integrity Reporting.
AD-HOC TAX SERVICES

AD-HOC TAX SERVICES

  • Reclaims on Substantial Holdings.
  • No tax service/non-standard markets.
  • Submission of reclaims below minimum amounts.
  • Cross-border reclaims.
  • Migration support (tax documentation re-papering, onboarding administration, migration-period accrual reclaims).
  • Reclaims on non-cash Corporate Actions.
TAX AUTHORITY QUERY MANAGEMENT/ REQUESTS FOR INFORMATION

TAX AUTHORITY QUERY MANAGEMENT/ REQUESTS FOR INFORMATION

  • Middle office outsourcing to manage technical queries from Tax Authorities, collect the required data and provide responses.
OUTSOURCING TAX SERVICES WITH TECHNOLOGY SUPPORT AND END-CLIENT MANAGEMENT

OUTSOURCING TAX SERVICES WITH
TECHNOLOGY SUPPORT AND
END-CLIENT MANAGEMENT

  • Technology-led tax documentation and data collection process for relief at source and reclaims, end-client management and support, tax reclaim processing, submission, reporting and reconciliation.
OUTSOURCING OF TAX SERVICES WITHOUT END-CLIENT MANAGEMENT

OUTSOURCING OF TAX SERVICES
WITHOUT END-CLIENT MANAGEMENT

  • White-labelled tax documentation requirement notifications, tax reclaim processing, submission, reporting and reconciliation.
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