By continuing to browse this website, you accept the use of cookies for the purposes stated above and you agree to the of the website. EN MY ACCESS CONTACT US DISCOVER UBP PRIVATE CLIENTS INDEPENDENT ASSET MANAGERS INSTITUTIONAL CLIENTS INVESTMENT EXPERTISE FUNDS PRIVATE CLIENTS REGULATORY ENVIRONMENT (this information is only relevant for clients whose account is booked in Switzerland.) PRIVATE BANKING The OECD Common Reporting Standard / Automatic Exchange of Information On 15 July 2014 the OECD Council approved the Common Reporting Standard (“CRS”), which calls on jurisdictions to obtain client information from their financial institutions and automatically exchange that information with other jurisdictions on an annual basis. In Switzerland the CRS was implemented through the law on the Automatic Exchange of Information (“AEoI”), which entered into force on 1 January 2017 and which applies to all financial institutions including UBP. Accordingly, UBP has to determine the tax domicile of its clients and will request documentation in this respect. If the client is resident in a partner jurisdiction of Switzerland’s, i.e. a country that has signed a bilateral AEoI agreement with Switzerland, the relevant financial information will be reported by UBP to the Swiss tax authorities, which will in turn pass on the information to the tax authorities of the partner jurisdictions concerned. The first exchange will take place in 2018 and will pertain to information collected beetween 1 January 2017 and 31 December 2017. The link below shows the up-to-date list of countries that have signed an AEoI agreement with Switzerland (partner jurisdictions): https://www.sif.admin.ch/sif/en/home/themen/internationale-steuerpolitik/automatischer-informationsaustausch.html If you have any questions you should contact your tax advisor or your domestic tax authorities. To confirm to UBP your tax residence we kindly request you to fill and return the appropriate self-certification form below: Tax Residency Self-Certification Form for Individual Account Holders and Controlling Persons Entities Self-Certification OUR AREAS OF EXPERTISE Investment Expertise Discover all our areas of expertise in investment services. FOLLOW US Stay informed and share UBP's latest news OUR FUND RANGE Funds View all our funds. MARKET INSIGHT 03.10.2018 Business sentiment in services at a relatively high level in developed countries More More KEY MEDIA INFORMATION Press area Access point to all relevant information on UBP: Contacts - Press releases - Corporate documentation - Experts NEWSROOM Latest news from the Bank CAREER See the Group’s job offers and apply online Senior IT Analyst Credit Structuring Trainee Contrôleur interne UBP IN THE PRESS 02.10.2018 Asset managers can help institutional clients deal with their challenges ASSET ALLOCATION PRIVATE BANKING ASSET MANAGEMENT INVESTMENT EXPERTISE CONVERTIBLES RISK MANAGEMENT ALTERNATIVE INVESTMENTS SITEMAP GLOSSARY CONTACT US OUR OFFICES LEGAL ASPECTS DATA PROTECTION FOLLOW US UNION BANCAIRE PRIVÉE, UBP SA NEWSLETTER Enter your email address to receive UBP's newsletter directly in your inbox I am not a US resident