Subscription · monitoring & deadlines
No limitation deadline slips under the radar again. On any of your portfolios.
For family offices, wealth managers and multi-account investors: every foreign dividend line is watched, every limitation deadline anticipated, every recoverable amount quantified — for €19 per month or €149 per year, per portfolio.
No win, no fee · Pricing 100% public · FR / EN
€19
per month, per portfolio
no minimum term
€149
per year, per portfolio
€79 less than paying monthly
2 yrs
the shortest limitation period in our panel (Canada) — the one missed most often
0
filings triggered without your explicit consent
The basics
What it is, and who it is for
A monitoring subscription — not a standing mandate. The nuance matters, and it works in your favour.
What it is
Continuous surveillance of your foreign dividends: every payment is compared with the applicable treaty rate, every over-withholding is quantified, and every limitation period is tracked country by country — with an alert ahead of each deadline. All of it consolidated into a single dashboard, from your first portfolio to your last.
Who it is for
Family offices tracking several pockets, wealth managers watching over their clients' brokerage accounts, and investors spread across several brokers. Once the holdings move every month and the deadlines number in the dozens, manual tracking stops working — that is exactly what the subscription replaces.
What is inside
Three things, done seriously
No gadget dashboard: verified data, computed deadlines, decisions prepared in advance.
Every line, screened
Each payment is compared with the rate the treaty allows: the over-withholding is quantified line by line, including positions added mid-year. The moment a euro becomes recoverable, it shows up — gold-hatched — in your ledger.
An alert before every deadline
Each country has its own rule — calendar-year end or anniversary date — and its own period, from 2 to 5 years in our panel. You are warned early enough to decide, gather the documents and file without a race against the clock.
One consolidated multi-portfolio dashboard
By client, by entity, by country: the potential in gold hatching, the recovered in solid green, the deadlines ahead. Exportable for your investment committees and your client reporting alike.
The process
What we actually do
The subscription works around the clock; you only step in when it is time to decide.
01
You connect your portfolios
Statement imports by entity and by client, in a workspace that keeps each perimeter cleanly separate — a family office does not mix its pockets, and neither do we.
02
We draw up the initial inventory
Holdings, countries, rates actually applied, deadlines already running — including those expiring soon that deserve priority treatment.
03
The watch runs continuously
Every new payment is checked, every deadline recomputed, the consolidated dashboard kept current. You look whenever you like; the alerts come to you.
04
At each alert, you decide
File through FiscalPlace, file yourself, or knowingly pass: all three are respectable choices. The fourth — letting a claim expire without knowing — is the only one the subscription makes impossible.
Straight talk
What the subscription is not
Three limits, stated in plain writing — because a well-informed monitoring client is a client who stays.
We watch. We do not file without you.
No refund claim goes out automatically: each alert proposes an action, and the decision stays yours. A filing involves a mandate and documents signed by your hand — it remains an explicit choice, claim by claim.
Recovery is paid separately — and only on success
The subscription covers the watch, the alerts and the consolidated dashboard. When you trigger a recovery, it follows the public success-fee schedule: nothing upfront, nothing on failure, and the monitoring fee is never double-charged on top.
The watch is only as good as the statements received
We monitor the portfolios whose statements reach us. An unconnected account, undelivered statements: those lines are not tracked — and your dashboard shows precisely what is covered and what is not, rather than implying total coverage.
What comes next
From watching to money recovered
Withholding-tax recovery
The alert has fired and the amount is worth it: the recovery claim launches straight from your dashboard, with the documents already identified. Success fee only, public schedule.
The recovery service →White label for professionals
Wealth managers, private bankers: offer the same watch under your own brand, with 20% of the success fee paid back on referred claims. Your clients see your name; we run the machinery.
The white-label offer →Deadline calculator
Not ready for a subscription? The free calculator gives you a dividend's deadlines, country by country. It is the manual version of what the subscription automates.
Calculate my deadlines →FAQ
Your multi-portfolio monitoring questions
Is the subscription billed per client or per portfolio?
Per monitored portfolio: €19 per month or €149 per year each. A family office with four distinct pockets counts four portfolios. For a firm tracking dozens of clients, the white-label offer is usually the better fit — let's talk.
What actually happens when an alert fires?
You are notified, and the line moves to 'decision needed' on your dashboard: amount at stake, exact deadline, documents required to file. You then choose to launch the recovery, file yourself, or pass. Nothing goes out without your consent.
Can I cancel whenever I want?
Yes, at any time: the watch stops at the end of the period already paid, and your data remains exportable. The detailed terms are in the terms of sale — with no renewal trap.
Does it replace the free diagnostic?
No, and it is not meant to: the one-off diagnostic stays free for everyone, subscriber or not. The subscription earns its keep when holdings move every month and the question is no longer 'am I over-withheld?' but 'which of my over-withholdings expires first?'.
How much is sitting idle in your portfolios — and until when?
Describe your perimeters: number of portfolios, countries, volumes. We reply with an initial inventory, not a brochure.