4. Country Declaration Forms


Client Documentation

Country Declaration Forms

Some jurisdictions such as Japan, Switzerland, and Germany require additional market-specific documentation before granting reclaims to certain entity types. In an effort to provide one-touch client service, GlobeTax prefers to collect these documents up front, even if the client is not presenting holding securities in that market. Such a practice helps minimize future back-and-forth if the client opts to invest in those markets at a later date. 


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