• Introduction to GlobeTax and Foreign Withholding Tax
  • Client Onboarding Requirements: General
  • Client Onboarding Requirements: Entity Types
  • Client Onboarding Requirements: Legal Considerations
  • Client Onboarding Requirements: Technical Documentation
  • Fees and Payment
  • Sample Documents & Common Market Practices
  • Privacy Policy
  • Copy of Frequently Asked Questions
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  • Client Onboarding Requirements: General
    • What beneficial owner information is required to begin the client onboarding process?
    • What primary documentation does GlobeTax require?
    • How are documents created? Does GlobeTax create them or can I create them on behalf of my client?
    • How will my customer receive these documents?
    • Can I sign the documents on behalf of my customer?
    • How is beneficial owner information kept secure?
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Can I sign the documents on behalf of my customer?

Yes. If you have been granted the legal power to make decisions for your clients, you can execute the documents required.

If you are signing on behalf of an Individual or IRA, GlobeTax may request that you provide written authorization.

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