Tax Global Control - Client Operations department @ RBC Investor and Treasury Services

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Experiences

Project Management :
- Migration of tax reclaim process from one organization to another;
- Preparation of procedures in order to facilitate the implementation of a new tax reclaim process.
Collection of all legal required documents for the preparation of tax reclaim files (i.e. power of attorney, certificat of residence, BLS extract,..).
Preparation of tax reclaims for Swiss funds investing in various countries.