Additional Value-Added Services
AN INSTITUTIONAL BANKING INFRASTRUCTURE TO ASSIST OUR CLIENTS
REYL Offering
- Swiss Tax reporting: calculation of tax values and reporting to the Federal Tax Administration (“FTA”)
- The FTA determines the amount liable for profit tax for all categories of share class for each tax year
- For FINMA-authorized funds, tax figures must be provided to the FTA
- For funds offered to qualified investors, tax figures may be requested by the FTA, a bank or an investor
- Tax figures are calculated and uploaded directly through the dedicated FTA portal
- Fund Data and Document Dissemination
- Flexible proprietary IT architecture
- Adjustable data sets for consistent and rapid integration on worldwide platforms and intermediaries
- Streamlined and accurate dissemination of fund data and documents
- Specialised Financial & Regulatory Translations
- If translation of fund documents is required, we can provide full translation services through our dedicated partner.