Post Finance
Neither. It’s for the e-trading account
I forget the time and process detail since it was very easy.
Post Finance
Neither. It’s for the e-trading account
I forget the time and process detail since it was very easy.
Thank you for the details!
W-8BEN on your own & 30% withhold - #31 by OogieBoogie says it’s actually QI. (I’d personally be surprised if such a big player like postfinance wouldn’t do it properly)
Well, Postfinance e-trading is Swissquote inside anyway. Which is QI. I suspect because of its position Postfinance itself is not allowed to do any kind of trading, even for customers.
So did I get this right, it’s possible to buy VT at IBKR, then transfer it to Switzerland, and still reclaim full withholding tax?
That would be nice easter news indeed
Postfinance charged me CHF 100 to transfer a security to IB if I remember correctly.
from PF’s website:
Physical securities I suppose are in paper form. I was surprised in another thread that it meant something else, but in another context (options).
Am I Right?
Yes, this time it means in paper form
@ma0 can you please clarify:
If I want to transfer 10 units of VUSA from PF to IBKR, is that 1 security or 10 ?
aka 1 * 107.7 chf or 10 * 107 ?
Thanks !
One security = one position.
I called PF yesterday. They acknowlwdged PF= SwissQuote, but they said they are not a QI, and they cannot do W8BEN.
Does anyone have PF? Were you able to get the whole 30% witholding tax back? Were you abld to fill the w8-ben?
Apparently one can file a W-8BEN with PF.