IGUV is looking for fiduciaries who handle tax returns for the asset managers' clients on behalf of IGUV . At least 10 years of experience is required.
Instead of paying 1% for asset management, for example, the investor now pays 1.1% or 1.2% per year. The asset manager pays the trustee directly for the tax return.
The asset manager uses the Calculator around the cost of the tax return to extrapolate the costs for the asset management. He determines the safety margin himself, depending on how much work he has to do with the case.
The trustee has a contract with IGUV and is subject to professional secrecy. The fiduciary is not allowed to contact the client except for the purpose of completing the tax return.
The trustee and the asset manager shall take over the conditions set out in the Conditions calculated by the calculator. Should it become apparent that the calculation according to the calculator does not work out, the trustee must inform the asset manager in advance and agree on the further procedure. Subsequent deviations at the expense of the asset manager are thus excluded.
CONDITIONS
A presence on the IGUV platform costs CHF 50 per person for the trustee, but at least CHF 300 per year. Further information on membership can be found here: https://iguv.ch/trustee