Services
Our services, à la carte or end to end
One job only: getting back the money over-withheld from your foreign dividends. Hand us the whole claim — paid only on results — or order the exact single task you need, at a posted fixed price.
End-to-end recovery
Diagnostic, documents, mandate, forms, filing, follow-ups, reconciliation, payout: we handle everything, for every country involved. You pay nothing upfront — a degressive percentage applies to the recovered amount, and to nothing else.
- Free line-by-line diagnostic — even when it concludes there is nothing to recover
- Fees taken only from amounts actually recovered
- Every claim tracked through 8 stages, visible in your client area
No win, no fee · Pricing 100% public · FR / EN
Success fee, by bracket
A marginal grid, bracket by bracket — like an income-tax scale: each slice of the recovered amount is charged at its own rate. €39 minimum per refunded claim, capped at €5,000 per claim.
À la carte
Five standalone services, fixed prices
Already know exactly what you need? Order the single task. Prices shown before you commit, no hidden subscription, no strings attached.
W-8BEN form
€49
per form
The form that cuts US withholding from 30% to 15% at payment time. Prepared, checked and sent to your broker — with a reminder before it expires.
Entities (companies, holdings): W-8BEN-E at €129.
Certificate of tax residence
€79
per certificate
The document nearly every foreign administration requires. We prepare the request for your local tax office, in the format the target country expects, and verify the stamp before anything is filed.
ITIN number (United States)
€149
per application
The identification number the IRS requires in some after-the-fact refund claims. W-7 file prepared and tracked through to issuance — the amount is deducted from our success fee if you later upgrade to full recovery.
Relief at source
from €49
per form, depending on the country
The correct rate applied at payment time, so no new overpayment ever builds up: US W-8BEN, Irish exemption declaration, custodian setup. Preventing costs less than recovering.
Multi-portfolio monitoring
€19
per portfolio per month — or €149 per year
Continuous monitoring of your holdings: over-withholding detection, alerts before every statute-of-limitations deadline and before your forms expire — across all your brokerage accounts.
Priority-handling option: €89 per claim close to its statute-of-limitations deadline — prepared and filed at the front of the queue.
Partners
Wealth advisers, family offices: offer it white-label
Offer recovery under your own brand: a portal in your colours, consolidated tracking across all your clients, and 20% of the success fee paid back to you on every referred claim. Your clients get their money back; you keep the relationship.
Where to start
Not sure where to begin?
Three situations cover most cases. Find yours.
You have already been over-taxed on past dividends
That is the textbook end-to-end recovery case: we quantify the overpayment country by country, build the claim and follow it through to the bank transfer. You only pay on results.
You hold US securities without a W-8BEN in place
Every dividend costs you the full rate when a single form applies the treaty rate at payment time — and it stays valid until the end of the third calendar year after signature.
Nothing wrong yet — you want to prevent the problem
Relief at source applies the correct rate before any excess is withheld: there is nothing left to claim afterwards. The most profitable filing is often the one you do beforehand.
Start by putting a number on it
Two minutes, no account needed: the simulator estimates your overpayment, our fee and your net — line by line. If there is nothing worth recovering, it will tell you that too.
No win, no fee · Pricing 100% public · FR / EN