Swiss Fund Tax Reporting

In recent years, fund tax reporting has evolved into an industry standard, applicable not only to retail funds but also to alternative investments. In response to the evolving landscape, distributors now prioritize funds that demonstrate full compliance with all tax regulations for investors. Doing so gives you a strategic advantage that allows you to expand your presence and appeal to Swiss investors.

EY has developed an integrated package of tax services to help asset managers and funds meet their tax obligations, mitigate risks and contain costs. Our asset management tax professionals are ready to work with you and provide EY services through our Global Tax Platform (GTP).

Our modular, flexible service package has been developed to address the challenges that the asset management tax function face. Our responsive and adaptable service models support your success in this transformative age. While some service providers claim to have technology that can tackle this specific challenge, EY offers end-to-end capabilities to support your worldwide tax function.

We believe an effective approach should be driven by technology, digital innovation, quality and continuous dialogue with the Swiss Federal Tax Administration. Using these key tools and applying all permissible calculation options to accurately carve out all tax-exempt capital gain items, you can create tangible value for your investors.

Our Swiss fund tax reporting team helps you fully comply with relevant requirements. We pursue an integrated and flexible operational service model and tailor our solutions to meet your unique needs. With EY as your service provider, you’ll be able to unlock the full potential of your venture.