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A Presentation by Ross K. McGill S.T.P. S treamlining T ax P rocessing

A Presentation by Ross K. McGill S.T.P. S treamlining T ax P rocessing. Facts & Figures. Established 1992 Offices in New York and London >3,500 FI clients world-wide File >1,000,000 reclaims a year Local Relief at Source applications free

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A Presentation by Ross K. McGill S.T.P. S treamlining T ax P rocessing

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  1. A Presentation by Ross K. McGill S.T.P. Streamlining Tax Processing

  2. Facts & Figures • Established 1992 • Offices in New York and London • >3,500 FI clients world-wide • File >1,000,000 reclaims a year • Local Relief at Source applications free • Very strong relationships with all tax authorities • All fees contingent and remedial • Fail Rate 0%

  3. Business Services Depositary Services Tax Optimization Market Support Compliance JPMorgan Mellon Financial Deutsche Bank Custodian Services Broker Services Software Support Market Reference Data Document Services BONY Citibank HNWI Services Fund Services EDS Assist™

  4. Normal Process

  5. GlobeTax STP Process

  6. Market Reference Data

  7. Industry Support • Corporate Governance Alliance • ISO20022 (TC68) • US 1441 NRA Regulations (“QI”) • Industry & Investor Reference Books • International Withholding Tax (2003 Euromoney) • Relief at Source (2004 Euromoney) • Global Regulatory Landscape (2005 Macmillan) • Custody & Clearing (2006 Macmillan) • Technology Management in Financial Services (2006 Macmillan)

  8. Mutual Benefits • Knowledge • Experience • Skill • Information • Lobbying support

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