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The DFA Case Decision Released, Positively Impacting U.S. and Other Non-EU Resident Funds Pursuing EU Withholding Tax Claims


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On April 10, 2014, the Court of Justice of the European Union released its much anticipated decision in the Emerging Markets Series of DFA Investment Trust Company v. Dyrektor Izby Skarbowej w Bydgoszczy (C-190/12). This is a landmark case which could make it easier for non-EU investment funds to recover significant levels of withholding taxes (WHT) from EU member states.

Download the PDF to learn more about how the Court’s decision impacts non-EU investment funds.

Contact information

For additional information or questions, please contact:

Ted Dougherty
National Managing Partner, Investment Management Tax
Deloitte Tax LLP
+1 212 436 2165
edwdougherty@deloitte.com
  Baruch Cohen
Partner
Deloitte Tax LLP
+1 212 436 5577
bcohen@deloitte.com
Kit Dickson
Partner
Deloitte UK
+44 20 7007 3609
kdickson@deloitte.co.uk
  Christopher Brown
Director
Deloitte UK
+44 20 7303 8782
christopbrown@deloitte.co.uk

 

This alert contains general information only and Deloitte is not, by means of this alert, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This alert is not a substitute for such professional advice or services, nor should it be used as a basis for any decision or action that may affect your business. Before making any decision or taking any action that may affect your business, you should consult a qualified professional advisor. Deloitte shall not be responsible for any loss sustained by any person who relies on this alert.

As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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