Based in Lugano, Switzerland, the Company is specialised in the processing of financial, tax and asset data (Stocks, Bonds, Forex, Derivatives, Currencies and Funds) under Swiss law. Their services are aimed at private clients, lawyers, tax consultants, accountants, trustees, private bankers, trustees and institutions.
The team is composed of professionals who have consolidated experience in the financial and TAX fields related to both nationally and internationally, in banking, trust and multinational structures.
Thanks to a wide and efficient network of professionals, the Company is able to manage and coordinate mandates at an international level, guaranteeing and ensuring an impeccable level of competence and professionalism.
ApplicationFeatures
- Innovative programme for the management for foreign incomes (UNICO);
- Assistant to the compilation of the frameworks RW, RT, RM, CE, IVIE, and IVAFE;
- Easy to use and simple access Internet utility;
- Fully compliant with Italian tax regulations;
- Simple and fast input via ISIN code even for multiple banking relationships;
- Immediate tax categorisation of financial instruments;
- Software application for Trustees and Accountants;
- Real-time generated outputs (PDF), compliant to the Italian tax returns model.
