Goldman Sachs will initiate and oversee the client documentation process. After GlobeTax validates necessary Account Holder information, Goldman Sachs will produce documentation packages and distribute these through Private Wealth Advisors. It is the responsibility of the Private Wealth Advisors to circulate the documentation packages to their clients for completion. 

Although a client may not, at present, invest in a particular market, GlobeTax requires all clients to submit documentation to recover taxes in all foreign markets. Having the necessary documents on-file at the outset will limit the need for constant back-and-forth communication if / when the client does invest. To further limit back-and-forth, GlobeTax requests a Power of Attorney in all document packets that empowers the company to handle all aspects of withholding tax recovery on behalf of clients.

Each client will receive a slightly different document packet based on their entity type and country of residency, all document packets share common features. We overview those common documents in the tutorials that follow.