Withholding Tax on Fund Investments: Reducing Hidden Taxes from 45% to 15%

Datum
20.05.2026
Zeit
09.00 - 10.00
Ort
Webinar
Veranstalter
SAM
Teilnehmer
SAM Members
Preis Mitglieder
Free

Dear Members, Dear Partners,
Dear Madam, Dear Sir,

We are pleased to invite you to our upcoming webinar: 
Withholding Tax on Fund Investments: Reducing Hidden Taxes from 45% to 15%.

Withholding taxes are often an overlooked source of performance leakage in fund investments.
During this webinar, we will provide a practical overview of how withholding taxes arise, where inefficiencies occur, and how they can be reduced or recovered, both in banks and insurances. Optimizing withholding tax is a key step in enhancing clients’ net returns.

Programma

  • 9.00 – 9.05: Welcome from VSV | ASG
    Filippo Recalcati, Member of the Executive Management
     
  • 9.05 – 9.45: Withholding Tax on Fund Investments: Reducing Hidden Taxes from 45% to 15%.
    Stefano Canepa, CEO at Aequitax, Lugano
    Luca Canepa, Data Manager, at Aequitax, Lugano
    Francesca Petrocchi, Business Development & Project Lead at Aequitax, Lugano
     
  • 9.45 – 10.00: Q&A

For any questions, please do not hesitate to contact us at: lugano(at)vsv-asg.ch

Please log in to access the registration link.