SWISS ANNUITY - CURRENCY SWITCH OPTION
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.
Learn the Legal Procedures to Protect Your Swiss Annuity.
Request a free Personalized
Proposal
based on
your investment profile.
Minimum investment is $50,000, or equivalent in other currencies.
To determine the sell/buy points, superimpose an 39 week simple moving average (brown line) on the Swiss Franc (green line) graph. When the moving average line crosses the Swiss Franc line as shown on the graph, reverse your currencies. This strategy will keep your Swiss annuity in the appreciating currency. The other indicators will assist in your decision.
Recognizing the international investor's interest in broad currency diversification, most Swiss annuities are offered in Swiss francs (SFr) or (USD) - or any combination thereof. You choose the denomination or your annuity and thereafter you always have the option to switch currencies at any time. (A nominal fee of SFr 500 per switch will be charged).
While the Swiss franc is certainly the international investor's first choice due to its long-term strength against all currencies, short-term gains may be achieved in one of the other available currencies. Currency exchange rates fluctuate from day to day. In many cases, however, a strong trend in a particular currency becomes apparent, and for the more active investor, the currency switch option can be used to further optimize your return and, without the high risk of leveraged currency trading.
PORTFOLIOS
INCOME PORTFOLIO
CONSERVATIVE PORTFOLIO
BALANCED PORTFOLIO
DYNAMIC PORTFOLIO
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
