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Swiss
Tax Reporting for
Collective Investment Schemes
Swiss private clients
SwissTax Reporting for
Collective Investment Schemes
The Importance of Swiss Tax Reporting for Fund Providers
Are you distributing or intending to distribute your funds in Switzerland to Qualified and/or Non-Qualified Investors?
Distribution is one key element of the marketing chain, but don’t void the importance of taxes for Swiss private investors.
and for Swiss privat investors
and for Swiss privat investors
Swiss investors need to report annually their fund investments incl. the taxable income in their tax return.
Providing the fund tax figures to your Swiss investors can be a complex topic as the calculation needs to be conducted at share class level, underlying fund tax figures need to be considered and specific Swiss laws might apply.
The Importance of Swiss Tax Reporting for Fund Providers
Are you distributing or intending to distribute your funds in Switzerland to Qualified and/or Non-Qualified Investors?
Distribution is one key element of the marketing chain, but don’t void the importance of taxes for Swiss private investors.
and for Swiss privat investors
Swiss investors need to report annually their fund investments incl. the taxable income in their tax return.
Providing the fund tax figures to your Swiss investors can be a complex topic as the calculation needs to be conducted at share class level, underlying fund tax figures need to be considered and specific Swiss laws might apply.
and for Swiss privat investors
Process
We can help you calculating the Swiss tax figures of your funds and publish them on an annual basis on the course listing
of the Swiss Federal Tax Authority (SFTA).
We can help you calculating the Swiss tax figures of your funds and publish them on an annual basis on the course listing of the Swiss Federal Tax Authority (SFTA).
Taxation
Win-Win Situation
- Favorable presence in Switzerland and more visibility of your fund(s)
- Additional marketing argument that Swiss investors are selecting your fund(s)
- Investors benefit from the availability of the tax figures and will not be taxed at the discretion of the SFTA
- With GJS Consulting you have a partner with in-depth experience already partnering with different foreign fund providers in Switzerland helping them with the Swiss tax reporting requirements for their funds
