Tax Reclaim Service

08.01.2021

Eligibility criteria and procedures for tax reclaims vary from market to market. To assist you in the tax reclaim process, a detailed tax guide for each market is available under Markets and Assets.

Each tax guide describes the eligibility criteria, as well as the procedures to follow for submitting a tax reclaim.

Proactive tax reclaim

Under our standard tax reclaim service, customers generate, sign and lodge refund claims on their own initiative.

To further assist you in the reclaim process, we offer the ProActTax reclaim service. As part of this service, we generate and prepare reclaim forms and certifications for our customers, and we submit the forms and initiate the reclaim process with the relevant tax authorities on behalf of the beneficial owners upon receipt of the original validated and certified reclaim forms from our customers.

The ProActTax reclaim service is currently provided across the following markets:

Source country

Type of income

Belgium

Dividend and interest

Bulgaria

Dividend and interest

Denmark

Dividend

Estonia

Dividend

Finland

Dividend

France

Dividend

Ireland

Dividend

Italy

Dividend and interest

Lithuania

Dividend and interest

Luxembourg

Dividend

Netherlands

Dividend

Norway

Dividend

Portugala

Dividend and interest

Slovakia

Dividend and interest

Slovenia

Dividend and interest

Sweden

Dividend

Switzerland

Dividend and interest

a. For Interbolsa T2S-eligible securities migrated to CBF, the standard refund process is still being analysed. Information about availability will be provided at a later stage.