Wealth & Finance International - Wealth & Money Management Awards 2016

www.wealthandfinance-intl.com 37 Goal Group Limited Best Tax Reclamation Services Firm 2016 Goal Group is dedicated to helping the world’s largest financial institutions maximise investor returns. We invited Vicky Dean, Director of Sales & Relationship Management, to give us an insight into the company and the secrets behind its success. Company: Goal Group Limited Website: http://www.goalgroup.com/ With our market-leading proprietary software and systems, Goal Group offers investors an efficient and cost-effective way to reclaim tax on cross-border dividend income and participate in securities class actions with the highest levels of data security and process automation. Our cli- ents include global financial institutions and investment firms, including five of the top ten global custodians and six of the top ten global fund managers; asset managers, pension funds, hedge funds, investments banks, private banks, prime brokers and high net-worth individuals. Our two software solutions are Global Tax Reclamation Solution (GTRS) and Accelerator. GTRS is our licensed software for cross-border with- holding tax reclaims. Launched in 1992 and continually enhanced and updated, it helps our clients obtain maximum returns as efficiently as possible. The application reclaims over-withheld tax on cross-border securities income by automating the calculation, batching reclaims and producing and populating the required forms and letters to create a complete reclaim package. Its tremendous success has underpinned the growth of the company by funding our entry into the class actions arena and the evolution of our tax reclaim outsourcing service. Our second software product Accelerator provides calculations on recognised losses in securities class actions globally where clients may have a claim. Goal is able to successfully monitor client portfolios and advise where they are eligible to make such a claim. Against the backdrop of an increasingly globalised and interconnected financial economy driven by rapid advancements in processing and analysing huge amounts of data, we see ourselves at the forefront of technological progress. As the global leader in securities class actions recoveries and withholding tax reclaims services we continue to provide highly integrated, powerful solutions to our clients. Our proprietary soft- ware is at the core of our business and we therefore go to great lengths to ensure that both our technology and ancillary services continue to be best-in class. Ultimately Goal Group is the only class actions and tax reclaim company to have global processing capability to service our clients locally. We con- tinually strive to develop and launch complementary products to be able to leverage to our global customer base and niche market position. At the same time, we enhance our products and services based on our own experience and knowledge in conjunction with feedback from existing and prospective clients around the globe. WM16028