Privacy information

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Automatic Exchange of Information

On 9 December 2014, the European Council agreed on a Directive extending the scope of the Automatic Exchange of Information (AEOI) for tax purposes among EU Member States.This Directive includes Automatic Exchange of Information obligations based on the OECD Common Reporting Standard (CRS), which is another milestone towards more transparency.

The Luxembourg law of 18 December 2015 and the Liechtenstein law of 21 December 2015 on the automatic exchange of financial account information in tax matters (CRS Law) require Swiss Life to collect relevant information from its clients in order to complete its classification obligations.

In order for Swiss Life to be able to meet its regulatory requirements under CRS Law, we have to collect information and obtain tax self-certification from our clients.

The corresponding forms can be downloaded via the links below:

Tax Reporting Self-certification Legal Entity

Tax Reporting Self-certification Natural Person

Please contact in Luxembourg or in Liechtenstein for any question or clarification.

Prélèvement Forfaitaire Libératoire

La mise en place du Prélèvement Forfaitaire Libératoire (PFL) (option prévu à l’art. 125 A du CGI) est désormais opérationnelle, tant pour les nouveaux contrats que pour les contrats déjà ouverts.

Formulaire de rachat avec option PFL