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Global Tax Investing Services
EY's global tax investing services can help asset managers be more proactive in meeting, monitoring and managing risks of the expanding and evolving tax requirements in markets where they invest.
What EY Global Tax Investing Services can do for you
As authorities worldwide enforce new tax laws and increase transparency, keeping up with new and evolving taxation regimes and treaties can be overwhelming. Global investors must identify and coordinate with numerous local tax service providers to meet their compliance and reporting requirements. The growing complexity of this responsibility is driving demand for globally coordinated services with agility and responsiveness to a dynamic marketplace.
EY's global tax investing services can help asset managers be more proactive in meeting, monitoring and managing risks of the growing tax requirements in markets where they invest. Our professionals understand the role of the tax service provider in various non-US markets, the taxpayers' interactions with global and local custodians, and the compliance and reporting responsibilities that our clients face. With our suite of tax technology tools, we can help you gain efficiencies and insights with resources designed to address your global investing tax management issues.
Tax Technology Tools
➜ Corporate Actions Tax Analyzer (CATA)
Proactively identify and review publicly available, complex corporate actions and understand their tax implications.
➜ Foreign Tax Form Completion (FTFC) service
Complete and track foreign withholding tax forms to obtain relief-at-source or file reclaims.
➜ Global Investor Services (GIS)
Reduce risk, improve quality and efficiency through a centralized focus on nonresident tax compliance around the globe.
➜ Global Withholding Tax Reporter (GWTR)
Discover your one-stop information source for withholding tax rates and rules worldwide.
➜ GWTR Transfer Tax
Consider potential transfer tax implications of new fund launches or transitions.
➜ Passive Foreign Investment Company (PFIC) Analyzer
Identify PFICs with speed, consistency and confidence.
➜ Per Se Analyzer
Quickly and accurately identify the per se status of publicly traded foreign and US holdings.
➜ Publicly Traded Partnership (PTP) Analyzer
Identify PTP and QTP investments efficiently.
➜ Rapid Reclaim Analyzer and Recovery Service
Discover opportunities to reclaim withholding tax.
➜ Rapid Security Analyzer (RSA)
Simplify capital gains, dividends and interest withholding complexities globally through the use of an automated tool.
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