Partners · advisers, family offices & wealth managers
Offer withholding-tax recovery to your clients — without running it.
Your clients hold Swiss, US and German shares — and hand over-withheld tax to foreign treasuries every year. FiscalPlace prepares, files and tracks the claims in their place; your firm stays focused on advice and keeps the credit.
No win, no fee · Pricing 100% public · FR / EN
The rule before the packages
Your client pays the public grid. Full stop.
A partnership that makes the end client's service more expensive is a disguised conflict of interest. Ours is built the other way round: the rebate paid to you comes out of our fee — never out of a mark-up billed to your client.
Worked example, on the public grid
Indicative amounts, computed on the public grid. The 20% rebate comes out of our fee: coming to us directly, your client would see exactly the same lines.
Two packages
Referral or white label: pick your level of integration.
In both cases FiscalPlace prepares, files and tracks the claims end to end: your firm performs no tax procedure whatsoever.
You recommend, we operate, you see everything.
- A tracked referral link, unique to your firm: every client who opens a claim through it is attributed to you automatically.
- A rebate of 20% of the fee we actually collect on referred claims. No recovery, no fee — and therefore no rebate.
- Full reporting in your partner area: referred claims, the status of each filing, fees collected, rebates due and paid.
No entry cost, no volume commitment.
The journey under your brand, our machinery behind it.
- The client journey — diagnostic, statement upload, claim tracking — is dressed in your firm's name and colours.
- FiscalPlace operates behind the scenes: same official forms, same checks, same processing pipeline as under our own brand.
- Your client keeps a single point of contact: you.
The exact scope (responsibilities, client disclosures, invoicing) will be set by contract:
[WHITE-LABEL CONTRACT TERMS TO BE LEGALLY VALIDATED]
Who does what
What you gain. What you will never have to do.
A partnership only works when the boundary is sharp: the client relationship is yours, the tax plumbing is ours.
What your firm gains
- Advisory time back: withholding-tax recovery is a topic your clients raise, not a trade you should have to build in-house.
- Visible added value: real money lands back on the client's account, and the initiative is associated with your firm.
- An aligned side revenue: the rebate only exists when your client actually recovers — never against their interest.
What you do not do
- No foreign tax forms to fill in, no administration to chase, no limitation deadlines to watch.
- No document collection: your client uploads statements to their secure account, and we sort them line by line.
- No invoicing to handle: we bill the client on the public grid and pay out your share, fully itemised.
The partner area
Look at the tool before you sign anything.
A demo environment shows you exactly what you would see day to day:
- Referred claims and the status of each filing, step by step.
- The fees FiscalPlace has collected on your claims.
- Rebates due and paid, line by line.
Demo environment: all data in it is fictitious.
Partner FAQ
The questions firms ask us first.
Who is liable for the claim towards my client?
FiscalPlace. The representation mandate is signed directly between your client and us: our liability covers the preparation, filing and follow-up of every claim. Your firm does not take on responsibility for a service it does not perform.
Is the referral arrangement compatible with my regulatory obligations?
We provide the detail you need to inform your clients, and the referral remuneration is documented publicly on this page. [REGULATORY STATUS OF THE REFERRAL ARRANGEMENT TO BE VALIDATED]: the exact framework (client disclosure, compatibility with your status) will be settled with our legal counsel before the first agreements are signed — we would rather tell you that than overstate it.
Will my client know I receive a rebate?
Yes — deliberately. We will not build a partnership on hidden remuneration: the 20% rebate is documented publicly, here and on our “How we get paid” page. Your client pays the public grid in every case — the rebate comes out of our share.
How do I terminate the partnership?
By simple notice, with no penalty and no lock-in. Claims already opened through your link run to completion on the agreed terms: the corresponding rebates remain due to you.
What if a referred client's claim fails?
They pay nothing, we collect nothing, and you receive nothing: the fee only exists on success, and so does the rebate. Nobody in the chain has an incentive to file a doomed claim — which is the point.
Let's talk about your firm.
Tell us about your client base and their portfolios: we reply with a figure for the recoverable pool, not with a sales brochure.