High net worth clients of Swiss Life’s Variable Universal Life (VUL) policies can now use Saxo Capital Markets' trading platform to manage their assets and investments, thanks to a new partnership between the insurer and the fintech specialist.
Our new setup for PRIIPs and a new dedicated PRIIPs homepage are available
The Insurance Distribution Directive (IDD) introduces new rules enhancing the protection of clients, in parallel with client protection rules recently adopted in other sectors of the financial industry.
ePrivateWealth, our new digital servicing platform is live. It offers a fully digitalised interface for business partners with a round-the-clock access from any device to wealth planning expertise, latest market information, up-to-date e-learning material and useful documents.
Swiss Life LAP UK has historically been used in the UK to control tax within the HMRC's rules. However, some of its features have prompted advisers to consider how they might help protect wealth in the current environment.
The 2018 French Finance bill took effect from 1 January 2018. We look at the main tax changes relating to wealth management, and life insurance in particular, brought about by the bill.
On 30 November, the Swedish parliament approved a minor adjustment of the tax laws for life insurance policies (non-pension) and investment savings accounts (ISK) to be applied as from 2018.
The new rules for UK Resident Non-Domiciled individuals governing when they become deemed domiciled are now law, and backdated to 6 April 2017.
Jesus Cano, Sales Director Spain & Latam, speaks at the conference organised by ACA with the support of the Foro Económico Hispano-Luxemburgués and the Luxembourg Embassy in Spain.
We are pleased to share with you an update on the Voluntary Disclosure Programme (VDP) and judicial decisions about the Statute of Limitation (SOL) in Greece.
An update on the tax treatment of UK Resident Non-Domiciled persons.
Swiss Life Global Solutions has obtained authorisation to conduct our life insurance business on a cross-border basis in and from Monaco. This is a strong sign of our ambition to further expand our true global presence as a leading cross-border life insurer.
International Perspectives newsletter