Pension funds

Pension fund

As a pension fund, you are exempt from paying dividend tax. However, to ensure this exemption is realized, the Account Opening process is crucial. By establishing a well-structured money and securities account setup, you can effectively avoid overpaying dividend tax.
If you opt to outsource the task of reclaiming withholding tax to your custodian, we provide you with the chance to assess your custodian's procedures through a thorough second opinion. This evaluation is integral to maintaining control over these processes, as indicated by the in-control statement that should be in place. Our second opinion involves a comprehensive review of the recoveries for accuracy and completeness. Should any discrepancies be uncovered, we collaborate with you to develop a plan to address and resolve them effectively.

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Relief at source

When entrusting your investments to a custodian, a range of money and securities accounts are typically opened to facilitate management. This process involves the custodian also establishing accounts with (I)CSDs or sub-custodians.
Given our deep understanding of post-trade settlement and custody procedures, coupled with our expertise in recoverable withholding taxes, we offer valuable guidance on optimizing account opening with your custodian and associated (I)CSDs/sub-custodians.
For investors with holdings spanning multiple countries, setting up multiple money and securities accounts is essential. However, with the right account structure, additional costs can be minimized. Complex tax structures often complicate this aspect, but our insights can help navigate such challenges effectively.

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Second Opinion

Your custodian provides the taxreclaim service, enabling you to recover excess withholding tax deducted. Ideally, this is achieved through relief at source, meaning the withholding tax is reduced before the dividend payment. If this isn't the case, your custodian will perform the withholding tax reclaim for you as agreed.
We offer a second opinion on your portfolio to ensure your custodian fulfills its obligations. Our thorough analysis checks the accuracy and completeness of your portfolio. If any withholding tax amounts still need settling, we're ready to manage the settlement process.
Furthermore, our second opinion analysis informs your 'in control statement' regarding outsourcing recovery activities to your custodian, ensuring you remain informed and empowered in managing your investments.

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Why choose The Reclaim Company?

High ratio of successful reclaimed withholding tax

Our specialists not only ensure successful recoveries, they take the entire process out of your hands.

High level of expertise

With our specialists boasting years of experience in navigating the complexities of this environment and possessing comprehensive global knowledge, we are well-equipped to alleviate you from the burdensome procedures.

Attractive pricing

A fully outsourced service, at a attractive and transparent rate.

Always up to date

Our specialists are always up to date on the latest developments in recoveries.

You stay informed

Our specialists handle the cumbersome process for you, while keeping you informed of the status and any developments along the way.

Less risk

Thanks to efficient methods of our specialists, you run less risk.

More information?

Contact Pjotr van der Veer at

p.vanderveer@thereclaimcompany.com | +31 (0)348 418 557

or fill out the contact form

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