Articles
Gain deeper insight with articles that give our considered opinion and predictions of where the industry will go next.
Muinmos and TConsult ink deal over digital investor tax self-declarations
Muinmos and TConsult have signed an agreement to integrate TConsult’s Investor Self-Declaration platform (ISD) into Muinmos’ Client Onboarding Platform, enabling Muinmos’ clients, typically financial institutions, to automatically obtain ISDs instead of using multiple paper tax certification forms to document the tax status of their clients.
Cloudy with a Chance of Windfalls
As the New Year approaches there are many institutional and private investors who are in for a nasty shock. They are just about to give away chunks of their investment performance alpha to a whole bunch of foreign governments...
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
