Clarification on Survey Regarding Efforts to Recover Tax Based Upon Article 63 of EU Treaty

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August 24, 2018 TO: Tax Committee RE: Clarification on Survey Regarding Efforts to Recover Tax Based Upon Article 63 of EU Treaty

 

Survey information[1] about EU reclaims should be provided on a complex-wide basis for each European country for which claims have been filed by US regulated investment companies (RICs).  Please do not include information about non-US funds.

Any questions regarding the survey or the EU reclaim issue may be directed to Katie Sunderland at katie.sunderland@ici.org or 202-326-5826 or to Keith Lawson at lawson@ici.org or 202-326-5832.

 

Katie Sunderland
Counsel - Tax Law

 

endnotes

[1] See Institute Memorandum No. 31327, dated August 15, 2018.