Account statements and reporting 2023 – Mailing dates for end-of-year statements

In our opinion

Dear customers

Below you will find the mailing dates for the end-of-year statements:

 

Zugerberg Vested Benefits Foundation and Vested Benefits Foundation Wildspitz

  • Send out end-of-year statement from CW 7
  • Digitally on the ZFAG client app: from CW 7

 

Zugerberg Pillar 3a Foundation

  • Send out tax certificates from CW 7
  • Send out end-of-year statement from CW 7
  • Digitally on the ZFAG client app: from CW 7

 

Zugerberg Finanz “Revo strategies at Swissquote Bank”

  • Send out report on activities from CW 5
  • Send out tax statement from CW 9
  • Digitally on the ZFAG client app: from CW 10 (subject to provision of data by bank)

 

Zugerberg Finanz “Revo strategies at bank zweiplus ag”

  • Send out statement of assets from CW 4
  • Send out tax statement from CW 6
  • Digitally on the ZFAG client app: from CW 8 (subject to provision of data by bank)

 

Zugerberg Finanz “R strategies at Credit Suisse AG”

  • Send out statement of assets from Credit Suisse: already sent.
  • Send out report on activities from Zugerberg Finanz – from CW 5
  • Send out tax statement from CW 6
  • Digitally on the ZFAG client app: from CW 7 (subject to provision of data by bank)

 

Zugerberg Finanz “R strategies at Zuger Kantonalbank”

  • Send out statement of assets from Zuger Kantonalbank: already sent.
  • Send out report on activities from Zugerberg Finanz: from CW 5
  • Send out tax statement from CW 6
  • Digitally on the ZFAG client app: from CW 7 (subject to provision of data by bank)

 

Zugerberg Finanz Semi-annual Report

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