Foreign Withholding Tax Reclaims

Product Description

About this Product

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Goal is a global fintech, specializing in global withholding tax reclamation services, in all major markets:

  • Cloud-based applications with high levels of automation, scalable & robust
  • Success-based pricing
  • Real-time reporting via the dedicated client portal
  • ISO 27001 & 9001 accredited
  • Excellent relationships with all stakeholders

 

About Goal Global Recoveries Inc.

Goal offers clients an efficient and cost-effective way to reclaim withholding tax on cross-border dividend income. Our world-class proprietary applications provide the highest levels of data security, transparency, reporting capability and process automation. We undertake all the research, analysis, and processing of claims, offering a truly global service covering initial alert notification, loss calculations, completion and submission of the relevant claim documentation and subsequent collection of the compensation monies. It is our innovation in technology, combined with the unparalleled industry knowledge and expertise that we have built up over 30 years, that allows us to achieve outstanding results for our clients worldwide.

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Category

Other, UHNW Technology
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Serving RIAs Since

1989
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Discount for Schwab Clients?

Yes

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.