HBM Healthcare Investments AG Dividend Withholding Tax

HBM Healthcare Investments 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 HBM Healthcare Investments 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.

UNLOCK YOUR ELIGIBLE TAX REFUND.
CONTACT US FOR A FREE ASSESSMENT.

Listed on SIX Swiss Exchange (HBMN), HBM Healthcare Investments is a Swiss investment company holding a well-balanced globally diversified portfolio of investments in private and public healthcare companies. The healthcare sector is worldwide among the most important and fast growing industries.

Issuer:  HBM Healthcare Investments Ltd

Domicile: Switzerland

Sector: Financial, investment & other diversified comp.

ISIN: CH0012627250

Instrument Type: Equity

Current Dividend Policy: Annual

Number of Securities: 6740000

DateDiv-TypeFrequencyEx-DateCCYGross
2025Ordinary dividendAnnual02.07.2025CHF4.9
2024No dividendAnnual
2023No dividendAnnual

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.