International Tax Reclaims for Fund Managers & Custodians


This one day course provides, with examples, an understanding of the principle and the most significant methods of tax reclamation and relief as well as indicating the services that clients might expect, or what might be expected of a Custodian in this area.  It is an essential course for anyone involved in Securities and Investments who is not a specialist in tax.

No tax knowledge is assumed.


  • Custodians
  • Investment Managers, Stockbrokers and Private Bankers
  • IFAs and Tax Planners
  • Back Office Managers and staff
  • Accountants and Auditors, both Internal and External with no or little tax knowledge
  • IT Executives involved with Tax or Accounting Systems
  • Compliance Officers
  • Staff in a Tax Department


-The Main Terms and their Meaning with Examples

-Tax Services required of a Custodian or by your Clients

-Exemption at Source

-Relief at Source

-Tax Reclaims

-Tax Deduction Scheme for Interest

-Important Points to Remember

-Reporting Responsibilities

-Risks and Controls

Todays Date:

Duration  day
Available as an in-house course

Investment Education PLC
45 Old Hall Road, Manchester M7 4JF, United Kingdom
Tel:+44 (0)161 832 3800
Registered in England Number 2129160
VAT Registered Number GB 480 2112 85

site designed by:WEBSCIENCES