Warteck Invest AG Dividend Withholding Tax

Warteck Invest 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 Warteck Invest 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

Warteck Invest AG is a Swiss real estate company focused on investment, development, and management of residential and commercial properties. It’s a prominent player in the Swiss real estate market, with a history rooted in the former Warteck brewery established in 1856. The company manages a diverse portfolio of properties, including residential, commercial, and mixed-use buildings, and is also involved in development projects. Warteck Invest is listed on the SIX Swiss Exchange.

Issuer: Warteck Invest AG

Domicile: Switzerland

Sector: Real estate

ISIN: CH0002619481

Instrument Type: Equity

Current Dividend Policy: Annual

Number of Securities: 309375

Date	Div-Type	Frequency	Ex-Date	CCY	Gross
2025	Distribution of capital contribution reserves (SHPR)	Annual	23.05.2025	CHF	35
2025	Ordinary dividend	Annual	23.05.2025	CHF	35
2024	Distribution of capital contribution reserves (SHPR)	Annual	31.05.2024	CHF	35
2024	Ordinary dividend	Annual	31.05.2024	CHF	35
2023	Ordinary dividend	Annual	12.05.2023	CHF	35
2023	Distribution of capital contribution reserves (SHPR)	Annual	12.05.2023	CHF	35
2022	Distribution of capital contribution reserves (SHPR)	Annual	20.05.2022	CHF	35
2022	Ordinary dividend	Annual	20.05.2022	CHF	35

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.