Baloise Holding AG Dividend Withholding Tax

Baloise Holding AG shareholders are losing out on valuable dividend income due to unclaimed withholding tax.
Global Tax Recovery is here to help you maximize your returns.
Our expert team specialises in navigating complex Swiss regulations to ensure you recover every cent of the withholding tax on your dividend you’re entitled to.

Don’t leave money on the table.
Take action today and let Global Tax Recovery simplify the process for you. Secure your financial future by reclaiming what’s rightfully yours.

When Baloise Holding AG (Swiss Domiciled Company) pays a dividend of CHF 1000 – it immediately gets taxed at the Swiss Statutory Tax Rate of 35% (CHF 350) irrespective of who the shareholder is.

However due to a Double Tax Agreement between Switzerland and various other countries, foreign residents are entitled to the preferential Double Tax Agreement Rate of 15% (CHF 150).

Therefore, the differential of CHF 200 (CHF 350 – CHF 150) is recoverable in its entirety, but is retained by the Foreign Tax Office until all the complex administrative procedures and filing requirements are met.

CONTACT OUR RECLAIM EXPERTS

Baloise Holding AG is a European financial services company, primarily focused on insurance and asset management, with a presence in Switzerland, Germany, Belgium, and Luxembourg. It combines insurance and banking services, offering a range of products including non-life, life, and asset management solutions. The company was founded in Basel, Switzerland, in 1863. 

Issuer: Baloise Holding AG

Domicile: Switzerland

Sector: Insurance companies

ISIN: CH0012410517

Instrument Type: Equity

Current Dividend Policy: Annual

Number of Securities: 45800000

DateDiv-TypeFrequencyEx-DateCCYGross
2025Ordinary dividendAnnual29.04.2025CHF8.1
2024Ordinary dividendAnnual30.04.2024CHF7.7
2023Ordinary dividendAnnual03.05.2023CHF7.4
2022Ordinary dividendAnnual03.05.2022CHF7

Our thorough knowledge of complex international tax law, combined with our company’s extensive geographical footprint ensures that we resolve your dividend withholding tax reclaims successfully and timeously.