Proof of Concept

In order to establish your potential ability to reclaim over-withheld taxes and/or securities class actions compensation GOAL can provide a free analysis of your portfolio.
To benefit from this free service we require some basic information upon which to perform our research.

Specifically, for withholding tax reclamation we simply require details of the income entitlement(s) together with the type and domicile of the underlying beneficiaries. We do not need the name(s) of the beneficiaries at this point but will require this information if you subsequently decide to appoint us to perform the reclamation.

By utilizing the calculator engine within our flagship Global Tax Reclamation Solution (GTRS) we will analyze your data and thereafter advise whether reclamation is potentially possible.

For securities class actions compensation we can provide a sample of class actions cases in which you could submit a claim. Subsequently we would require your trading history in each security for the class period and will duly calculate your recognized loss and minimum distribution.

The data for either of the above services can be supplied to us in excel, csv or even hard-copy format. We will typically revert with the results of our research within 5 working days.


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