Your worldwide tax reclaim partner … from the dividend to the refund.

AEQUITAX S.A. is a Swiss company headquartered in Lugano, Switzerland, with additional offices in Zurich, Monaco and Luxembourg.
The firm is specialized in the recovery of withhoding tax (WHT) on financial investments – including indirect holdings, often excluded from traditional reclaim processes.
Recognized as a European leader in this highly specialized field, Aequitax provides global legal, tax and banking expertise through a trusted international network of professionals.

About Us

We reclaim the withholding tax (WHT) on dividends.

With headquarters in Lugano and offices in Zurich, Montecarlo and Luxembourg, Aequitax operates in the most important global financial markets: EU-US-ASIA.

Complex processes made simple. Our experienced teams will navigate through sharp procedures on your behalf and without ANY UPFRONT COSTS.
You only pay if the refund is successful!

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Points Of Strength

Independence

Completely independent company’s ownership

Skill

Highly skilled and flexible team of international professionals

Leading-edge technology

Secured online platform to monitor the reclaim process in real-time

Compelling, flexible pricing

No upfront costs, success fee only

Maximum refunds

We recover more than anyone else — including the untapped U.S. indirect market

We Work With

  • account_balance_wallet Global custodians
  • crowdsource Mutual investments funds
  • monitoring SICAVs
  • public Sovereign funds
  • elderly_woman Pension funds
  • verified_user Insurance companies
  • volunteer_activism Charities & Foundations
  • paid Hedge funds
  • account_balance Investment banks
  • apartment Private banks
  • card_travel Prime brokers
  • domain Corporations
  • local_atm High Net-Worth Individuals

Why Us?

  • The only firm reclaiming U.S. withholding tax on indirect investments
  • 100% success fee model — no upfront costs, no risk
  • We save you time with a fully managed, hassle-free process
  • We leverage all legal paths: DTA, ECJ rulings, deductions and more
  • Real-time visibility through our smart and secure online platform

Contact Us Before Legal Deadline Expires!

… to ensure an effective tax reclaim process, it is important to leverage all available double taxation treaty opportunities — including not only DTA refunds, but also ECJ-related claims, indirect investment recovery, and tax deduction opportunities. This requires careful attention to the statutes of limitations applicable in each source country.

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