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Global withholdingtax relief,redefined.

An outsourced operations partner for cross-border dividend and interest reclaims.

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years of experience
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jurisdictions
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success rate
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institutional clients

DividendRefundoperatesasanoutsourcedtaxoperationspartner,notastandardisedfilingprovider.Everyreclaimismanagedend-to-endthroughaproprietaryplatform,backedbyaspecialistteamwithprovencapabilityacrossallavailablewithholdingtaxroutes.

Institutional-grade technology
01

Institutional-grade technology

A unique fully automated withholding-tax management platform designed for flexibility, high-volume efficiency, intuitive control, and secure encrypted data handling.

FASTER Directive
02

FASTER Directive

The EU withholding tax framework is being restructured, with FASTER implementation set for 2030. The directive imposes materially higher procedural and technology requirements on all market participants. We already meet those standards, and our clients benefit from that operational readiness today.

Global reach
03

Global reach

Our tax professionals operate across all jurisdictions covered by double tax treaties, with specialist knowledge of procedures, documentation requirements and regulatory deadlines in each market. A global operating capability built on deep local expertise.

Tax Operations as a Service
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Tax Operations as a Service

We assume operational responsibility for the entire withholding tax reclaim process, from identification and documentation to coordination with custodians, tax authorities and client internal teams. Fully outsourced, hybrid or automated, configured to each client's structure.

Our
solutions

Cross-border investments bring valuable diversification, but they also introduce complex withholding tax challenges that can erode returns and overload operational teams. Our DWT solution is built specifically for:

More information

Asset managers

Custodians

Private banking

Wealth managers

Brokers

Private investors

Trusted
by

Institutional clients

Asset managers and custodians who treat withholding tax recovery as a fiduciary obligation, not an afterthought.

  • a&g
  • Renta 4 Gestora
  • a&g
  • Alantra
  • Alkimia Capital
  • Azvalor
  • Banca March
  • Bestinver
  • Caceis
  • GVC Gaesco
  • Creand
  • Alkimia Capital
  • Attitude
  • Fineco
  • Hispanium
  • renta4banco
  • Julius Bär
  • Magallanes
  • Mirabaud
  • Mutuactivos
  • UBS
  • Welzia
  • Welzia
  • UBS
  • Mutuactivos
  • Mirabaud
  • Magallanes
  • Julius Bär
  • renta4banco
  • Hispanium
  • Fineco
  • Attitude
  • Alkimia Capital
  • Creand
  • GVC Gaesco
  • Caceis
  • Bestinver
  • Banca March
  • Azvalor
  • Alkimia Capital
  • Alantra
  • a&g
  • Renta 4 Gestora
  • a&g

Flexible operating models

Designed for seamless deployment, with no integration costs, a success-fee model and dedicated tax expertise at every stage.

Fully outsourced

We run every step: identification, documentation, filing and follow-up with tax authorities and custodians. Your team frees up operational capacity.

Hybrid customised

You keep control over critical decisions while delegating execution-heavy work. The split is designed with your team.

Fully automated

Direct API integration with your platform. High-volume processing with human review on edge cases. For custodians and brokers scaling B2B2C.

International
team

8offices worldwide
25+jurisdictions
4reclaim routes

Worldwide offices

SpainMadrid
PortugalLisboa
GermanyMünchen
SwitzerlandGenève
LuxembourgLuxembourg
SingaporeSingapore
MexicoMexico
BrazilSão Paulo

Let's talk.

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Dividend Refund — Tax operations partner for institutional investors