The Bank does not automatically send a tax summary, neither electronically nor by post.
If a client does not wish to print his/her own tax summary from the platform, and requires a summary directly from the Bank we can provide this at a cost.
In order to issue a tax summary, the Bank will charge the client a basic fee of CHF 200, which includes up to 5 positions. Every additional position will have an additional fee of CHF 15. This service is only for physically domiciled individuals in Switzerland, and is subject to value added tax.
To receive an issued tax summary, the client must send a request to Client Account Services by email to
. The fee will be debited directly from the client’s trading account and the summary sent directly via registered post.