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Standard refund - Eligibility, documentation, deadlines - Portuguese equities - securities held in CEU

28.09.2022

The standard refund on equities on dividends paid as of 14 December 2020 is currently not available. The process is under review with the Portuguese tax authorities. Additional information will be published when received.

Further Portugal Tax information – CBL

Market Taxation Guide – Portugal – CBL
General information – types of securities, deadlines, other market specifics – Portugal – CBL
Beneficial owners eligible for tax relief – Portuguese debt securities – CBL
Beneficial owners eligible for tax relief – Portuguese equities – CBL
Debt securities – rates, eligibility, availability of relief etc. – Portugal – CBL
Relief at source – eligibility, documentation, deadlines – Portuguese debt securities – CBL
Quick refund – eligibility, documentation, deadlines – Portuguese debt securities – CBL
Standard refund – Portuguese debt securities – CBL
Equities – rates, eligibility, availability of relief etc. – Portugal – CBL
Relief at source – Eligibility, documentation, deadlines – Portuguese equities – CBL
Quick refund – Eligibility, documentation, deadlines – Portuguese equities – CBL
Standard refund – Eligibility, documentation, deadlines – Portuguese equities – CBL
Form descriptions – Relief at source – Portuguese debt securities
Form descriptions - Quick refund - Portuguese debt securities
Form descriptions – Relief at source – Portuguese equities – CBL
Form descriptions – Quick refund – Portuguese equities – CBL
Form descriptions – Standard refund – Portuguese equities – CBL

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Market Link Guide - Portugal
Market Profile - Portugal
Market Taxation Guide - Portugal

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Standard refund - Eligibility, documentation, deadlines - Portuguese equities - securities held in CEU

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