Fundamenta Real Estate AG Dividend Withholding Tax

Fundamenta Real Estate 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 Fundamenta Real Estate 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

Fundamenta Real Estate AG is a Swiss real estate company focused on acquiring, developing, and holding attractive, marketable residential properties, primarily in German-speaking Switzerland. They employ a holistic and active management approach to maximize long-term value, with a strong emphasis on sustainability. Their strategy involves targeted investments in repositioning and modernization, as well as portfolio expansion through acquisitions and development projects. 

Issuer: Fundamenta Real Estate Inc

Domicile: Switzerland

Sector: Real estate

ISIN: CH0045825517

Instrument Type: Equity

Current Dividend Policy: Annual

Number of Securities: 30062833

DateDiv-TypeFrequencyEx-DateCCYGross
2025Distribution of capital contribution reserves (SHPR)Annual15.04.2025CHF0.6
2024Distribution of capital contribution reserves (SHPR)Annual16.04.2024CHF0.55
2023Distribution of capital contribution reserves (SHPR)Annual11.04.2023CHF0.55
2022Distribution of capital contribution reserves (SHPR)Annual11.04.2022CHF0.55

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.