What is the Swiss questionnaire? Is it required if the client does not hold Swiss securities?

Mandated by the Swiss Tax Authority, the Swiss questionnaire is a letter requesting investors’ share and residency data. It is only required if Swiss securities are held. However, if a client purchases shares of a Swiss security in the future, the client would need to supply this form to be eligible for expedited tax reclamation. Questions 1 – 6 should be completed and the form should be signed.