Invest in Mtbi Swiss Annuities for Financial Privacy and Safeguard, Conserve, and Preserve your Family's Estate

 

SAMPLE PORTFOLIOS


SWISS  MULTI-ASSET  ANNUITY  PROPOSAL  REQUEST  FORM

A personal investment proposal is a tailor-made plan with a clearly defined structure. All risks involved are defined with respect to the potential performance of the different investments. Before we can offer any recommendation, we need to know a little about your attitude toward investments and your investment goals.

If you  would like to receive a custom proposal based on your investment attitude or goals, please fill out the following proposal request form. By return mail, you will receive an application to complete and mail back to us. Your completed proposal will then be sent to you either by return mail or by email at your option.

You may also request a particular portfolio for your investment or split your investment between one or more portfolios so long as your selection(s) does not invalidate your specified proposal details and sufficient funds are invested.

Please make your preferences known, if any, on the application form when you receive it. To review, download or print the sample portfolios for your records, please click on the links in the left-hand column.

$50,000 Minimum Investment
US Tax Deferral:
 Important   Not Important		 No Other Taxes:
 Important   Not Important
Creditor Protection:
 Important   Not Important		 Risk Tolerance:
 Low   High   Medium
Holding Period:
 Short   Long		 Reference Currency Preference:
US   SFr
  Enter Amount
Source of Funds:
New Investment   Rollover		  
Name: Tel/Fax:
Address: eMail:
City/State: Profession:
Zip Code: Birth Date:
Country: