Contact

Claims hotline

Fortuna Investment Ltd.

Fund management company for the Fortuna funds in Switzerland

Fortuna Investment Ltd.
Soodmattenstrasse 10
8134 Adliswil 1
Tel: 058 472 53 06
Fax: 058 472 53 39
investment.ch@generali.com

1989

CHF 1 million, 100% of which is held by Generali (Switzerland) Holding Ltd.

René Schmidli (President)
Andreas Hoffmann
Kareem Siddiqi
Eleonora Sokolarski

David Küttel

Ernst & Young

GIIN (Global Intermediary Identification Number): GFYUYY.00075.ME.756

Cross-border tax evasion should be prevented with the help of the new global standard for the automatic exchange of information (AEOI). To date, almost 100 countries, including all major financial centres and Switzerland, have declared their intention to adopt the standard.
The following link will take you to an up-to-date list that shows which partner states have signed an agreement with Switzerland on the introduction of the AEOI, which agreements have already been approved by the Federal Assembly and when these agreements entered into effect:
https://www.sif.admin.ch/sif/en/home/themen/internationale-steuerpolitik/automatischer-informationsaustausch.html