Tax Forms to use - Portugal - CBL
10.05.2022
The attached forms are for use in relation to Portuguese tax procedures via Clearstream Banking S.A. (CBL).
- Market Taxation Guide - Portugal (securities held in BNP Paribas S.A.)
- Market Link Guide - Portugal
- Market Profile - Portugal
Related Links
- BO Upload
- Mod. 21-RFI
- Mod. 22-RFI
- Mod. 25-RFI
External Links
Attachments
- One-Time Certificate for Portuguese Equities ( 415 kb, pdf )
- One-Time Certificate for Portuguese Debt Securities - DL 193/2005 of November 7 ( 153 kb, pdf )
- Self-Declaration for Tax Exemption/Reduced Rates on Portuguese Bonds and Equities Beneficial Owner Resident in Portugal ( 164 kb, pdf )
- Self-Declaration for Tax Exemption/Reduced Rates on Portuguese Bonds and Equities Beneficial Owner Not Resident in Portugal ( 133 kb, pdf )
- Portuguese TIN (NIF) allocation or registration request ( 45 kb, vnd.ms-excel )
- Statement for Funds ( 29 kb, pdf )
- Statement for Swiss Pension Funds ( 30 kb, pdf )
- Certificate of Residence - example ( 47 kb, pdf )
- Position Breakdown Report ( 17 kb, vnd.ms-excel )
- Power of Attorney ( 57 kb, pdf )
- Individualised Securities Registration Report (ISRR) ( 61 kb, vnd.ms-excel )
- Credit Advice ( 41 kb, pdf )