Articles
Gain deeper insight with articles that give our considered opinion and predictions of where the industry will go next.
3 Things To Annoy You About W-8s and 3 Things You’ll Love
The IRS just made three HUGE changes to W-8 series of self certification forms used by almost every financial institution across the globe to categorise their non-US customers, and there's a lot to love...
Benchmarking: Custodians
June 30, 2015Ross McGill addresses the issues custodians face in regards to successfully benchmarking tax reclamations since so many factors affect the process.Read more
“Have I got a deal for you!” Models of the Custodian World
June 23, 2015Ross McGill discusses the failings of current pricing models within the custodian world and how they affect the financial industry as a whole.Read more
QI vs NQI, That is the Question
May 14, 2015In this post, Ross McGill discusses QI status vs NQI status and asks why so many financial firms are recommending that clients become QIs.Read more
