EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Limited, each of which is a separate legal entity. Ernst & Young Limited is a Swiss company with registered seats in Switzerland providing services to clients in Switzerland.
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Swiss Fund Tax Reporting
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Reporting taxable income is a legal requirement for foreign collective investment schemes authorized by the Swiss Financial Market Supervision Authority (FINMA). Working with a high-quality, efficient, AI and tech-enabled fund tax reporting service provider will support your business and help position you ahead of the competition.
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 using AI-enabled solutions as well as 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. Our significant investment in data and AI sets us apart. EY’s flagship AI initiative integrates cutting-edge AI technologies across all services, including investor tax reporting, enabling clients to benefit from advanced technologies.
We believe an effective approach should be driven by AI and other technologies, 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.
