Account statements and reporting 2023 – Mailing dates for end-of-year statements
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
- Electronic dispatch: already published.