Publications
In addition to our training services, TConsult is proud to promote the publications of our course presenters – all of whom are authoritative figures within their fields. With many of our courses, we will include a copy of the reference text authored by the course leader and commercially published.
NEW!
Title: Investment Withholding Tax
Author: Ross McGill
Synopsis: Of the $1.6 trillion of tax withheld by foreign governments on cross-border investment income, less than seven percent will, under current conditions, ever get back to the investors to whom it belongs. For decades the financial services industry has struggled with long-winded, complex, error-prone, paper-based back office and market processes to attempt such recovery. Investors have equally been poorly informed and educated on the availability of tax reclaims. In context, if the industry could improve performance to 93%, the funds recovered would cover all the write-offs and losses declared in the sub prime crisis to date by all financial services firms worldwide combined. Custody fees would rise by $4.2 billion, portfolio values would rise by 250 basis points all without a single additional trade.
This book provides information and practical guidance to financial services firms and investors to help them understand the issues involved, the regulatory and market trends and the practicalities of maximising returns on investment.
Title: Global Custody and Clearing Services
Author: Ross McGill and Naren Patel
Synopsis: The New Global Regulatory Landscape provides a benchmark tool for financial intermediaries and institutional investors. Covering 24 international regulations across the United Kingdom, Europe, Asia/Pacific and the United States , the authors provide practical compliance tips for financial intermediaries and guidance on best practice for investors.
Title: International Withholding Tax – A Practical Guide to Best Practices and Benchmarking
Author: Ross McGill
Synopsis: International Withholding Tax for the first time, seeks to throw back the veil on an often forgotten, but vitally important, area… Ross McGill ensures that countless institutional investors and practitioners can be aware of the undoubted advantages that this process can yield if tackled correctly.
Title: Relief At Source – An Investors Guide to Minimising Internationally Withheld TaxAuthor: Ross McGill
Synopsis: As global investing grows apace, tax schemes are becoming increasingly more complex. Obtaining relief from over-taxation thus becomes more difficult and important. This informative and educational book gives insight to investors. It intends to give practical guidance and a view of the future that will aid portfolio planning and custodial performance. This is a fundamental resource for every institutional shareholder.
Title: The New Global Regulatory Landscape – Impacts on Finance and InvestmentAuthor: Ross McGill and Terence Sheppey
Synopsis: The New Global Regulatory Landscape provides a benchmark tool for financial intermediaries and institutional investors. Covering 24 international regulations across the United Kingdom, Europe, Asia/Pacific and the United States, the authors provide practical compliance tips for financial intermediaries and guidance on best practice for investors.
Title: Sarbanes Oxley – Building Working Strategies for ComplianceAuthor: Ross McGill and Terence Sheppey
Synopsis: Since its inception, several lawsuits have been filed under the Sarbanes Oxley Act, some corporate executives are serving, or are about to serve jail sentences, and several hundred billion dollars has been wiped off the share price of affected companies. In this book, McGill & Sheppey examine how compliance is achieved and maintained. It explores the strategies and tool sets that have led companies to successfully manage compliance and suggests effective measures for implementation.
Title: Technology Management in Financial ServicesAuthor: Ross McGill
Synopsis: Financial services firms will spend over $5 trillion on technology in the next three years yet how such technology deployments are managed is rarely addressed or benchmarked in terms of its efficiency and the value it can provide to the business. Much of the money spent will be wasted on unnecessary projects, projects that over-run in time and / or budget and projects that don’t achieve their business objectives. The management of technology is therefore actually of fundamental importance. More efficient management and attention to some of the issues that face senior executives in understanding the complexities involved is vital for the continued success of our industry.
