Full Realization of Income Entitlements on Cross Border Investments: A Compliance and Corporate Governance Issue

Martin S. Foont
President and CEO
New York, New York

William Treut
Vice President
New York, New York

The growth of cross-border investment remains robust as investors continue to look beyond their own country’s borders for opportunities for enhanced returns. One issue that arises from this trend is that of withholding tax on cross-border investment income. Whether or not tax reclaims are being pursued (and to what degree of success) by an investor’s financial institution, can have a material effect on the performance of an international investment portfolio. Regulators are increasingly viewing this area of asset servicing as a fiduciary duty.  The discussion will include market and tax treaty updates as well as, detailed discussion about options and tools available to asset servicers, enabling a comprehensive solution in this complex area.

Click Here for speaker biography - Martin S. Foont

Click Here for speaker biography - William Treut

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