SWISS MULTI-ASSET PORTFOLIOS - INVESTMENT HOLDINGS
Offer Swiss Annuities
To Your Clients!
Visit our eLibrary
for free downloads on Swiss Banks and Annuities.
Preview data on the History and Performance of the Swiss Franc.
Read a Legal Opinion on the protection of Swiss Annuities.(PDF File)
Read a Legal Opinion on the taxation of Swiss Annuities.(PDF File)
Read a Summary of the Legal Opinion.(PDF File)
Learn
the Legal Procedures to Protect Your Swiss Annuity.
Blue Chip Equities/Certificates
- Fidelity European Growth
- DWS Zuerich Invest Aktien
- JP Morgan US Value
- Pictet Japan Equity Selection
- Schroder Intl Euro Equity
- MSF Global Equity
- GS Europe Core Equity Portfolio
- GS Global Core Equity Portfolio
- GS Outperf. Cert. (DJSTOXX600Price)
- GS SMI Mini-Future Warrant long
Natural Resources
Real Estate
Gold
Emerging Markets
- JP Morgan Emerging Markets
- JP Morgan Latin America
- Sarasin Emerging SAR Global
- Templeton Asian Growth
- GS Next 11 Zertifikat
Special Themes
Hedge Funds/Asset Based Lending
Currency Hedging
Fixed Income
Money Market
PORTFOLIOS
SUMMARY OF BENEFITS
Full Creditor Protection
No Swiss Estate, Inheritance, or Transfer Taxes
No Foreign Income Taxes
Private & Safe
First-Class Swiss or Liechtenstein Insurance Company
Each Investor Assigned a Personal Certificate Number
Certificates are Denominated in Your Choice of Currency
Reference Currency is the Swiss Franc or US Dollar
No Limits on Duration of the Investment.
[5 Years is the Recommended Term]
Add more funds and/or request partial withdraw of funds anytime without fees or penalties
