Investis Holding SA Dividend Withholding Tax

Investis Holding SA 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 Investis Holding SA (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.

Investis Holding SA is a Swiss real estate company founded in 1994, focused on residential properties, particularly in the Lake Geneva region. They operate in two key segments: Properties (investment, development, and serviced apartments) and Real Estate Services (property and facility management). Investis is also a national real estate services provider across Switzerland. 

Issuer:  Investis Holding Ltd

Domicile: Switzerland

Sector: Real estate

ISIN: CH0325094297

Instrument Type: Equity

Current Dividend Policy: Annual

Number of Securities: 12800000

DateDiv-TypeFrequencyEx-DateCCYGross
2025Ordinary dividendAnnual08.05.2025CHF2.6
2024Ordinary dividendAnnual22.04.2024CHF2.5
2023Distribution of capital contribution reserves (SHPR)Annual05.05.2023CHF0.45
2023Ordinary dividendAnnual05.05.2023CHF2.05
2022Distribution of capital contribution reserves (SHPR)Annual05.05.2022CHF1.25
2022Ordinary dividendAnnual05.05.2022CHF1.25

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.