How can I reclaim Swiss Anticipatory Tax (withholding tax)?

If you hold ETFs on Swiss equities in your untied portfolio, dividends are subject to Swiss Anticipatory Tax of 35%.

For funds with foreign companies, withholding tax is levied on dividends.

Download our free e-tax statement into your tax software to automatically transfer this data and claim the credit for these taxes paid. If you would like to enter the data manually in your securities directory, you will find the relevant values on page 1 of your tax statement.

For Pillar 3a, you do not need to provide any information on Swiss Anticipatory Tax or withholding tax in the tax statement. Index funds exempt from withholding tax are used where appropriate.