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Global Tax

Global Tax Reclaim Reporting

Get an accurate view of tax obligations on a quarterly basis by country, number of accounts, number of shares, and total assets with Access Data Global Tax Reclaim Reporting.

Broadridge has been providing transparency into the underlying data held in omnibus accounts for our clients for many years. Our unique industry position of working with brokerages, mutual funds and transfer agents makes us the only firm in the industry that can provide core information on shares held indirectly. With our Global Tax Reclaim Reporting, you can more accurately and efficiently report shareholder percentages by country to reclaim fund taxes withheld by foreign countries.

Some of the benefits our Global Tax Reclaim Reporting solution provides include:

  • Greater accuracy, efficiency and confidence in estimating foreign tax-reclamation
  • Greater transparency into direct and indirect shareholder information by country of residence
  • Core information on shares held by third-party distributors
  • Up-to-date data via quarterly report delivery