Relief at source

Clearstream creates a unique tax profile for each customer and every account.

Whenever you open a new account with us you will receive a Tax Account Opening Questionnaire that helps us to understand your tax profile. Together we then review your securities portfolio to ensure the necessary documentation is in place to achieve relief at source on future taxable events.

Ongoing notifications of tax relief possibilities are sent via SWIFT or CreationOnline.

Other certification support includes:

  • Targeted notifications for certification requests based on account-specific data, via SWIFT or CreationOnline
  • Reminders in case of missing certificates, 7 days before the taxable event
  • Alert for certificate renewal, one month before expiry of annual certificates
  • At any time, list of tax certificates for your accounts is available under CreationOnline.