Global Switzerland
Tax Center
SWITZERLAND TAX REPORTING
Each Lord Abbett Passport Portfolio that is registered for distribution in Switzerland will calculate annual Swiss income tax figures where Swiss resident investors will require this information to file their annual income tax return. The Swiss tax figures are published with the Swiss Federal Tax Administration each year and are available on the Swiss Federal Tax Administration website.
Below is a list of share classes that report Swiss income tax figures with the Swiss tax authority:
Reporting funds for the year ended January 31, 2020.
Reporting funds for the year ended January 31, 2019.
It is the responsibility of all investors to seek assistance from an independent financial professional or tax advisor to obtain an understanding of tax and other consequences to owning shares of the Lord Abbett Passport Portfolios.
Contact Us
The following information is provided to help you connect with the most appropriate Lord Abbett resource for your needs - whether you'd like to contact us by phone, e-mail, or standard mail.
For all European Institutional Investors, Investment Consultants and Third Party Fund Distributors:
Lord Abbett (UK) Ltd.
North West House
119 Marylebone Road
Marylebone, London NW1 5PUT
+44 20 3786 9201
global@lordabbett.com
For all U.S. based Financial Advisors and Investment Consultants servicing clients outside of the United States:
Lord Abbett Distributor LLC
90 Hudson Street
Jersey City, NJ 07302
T 888 522 2388
passportportfolios@lordabbett.com
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This site provides Key Investor Information Documents (“KIIDs”) & Prospectuses and other relevant information for all registered [sub-funds of Lord Abbett Passport Portfolios plc in Switzerland (the “Funds”).
By accessing this site you acknowledge and accept that:
- The KIIDs & Prospectuses are not marketing material: they are provided for information purposes only and should not be considered a solicitation to buy or an offer to sell any investment.
- These documents do not take into account any investor’s or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon.
- The Funds may not be publicly offered in certain other jurisdictions. The Funds are not authorised or registered for public distribution in the United States. Documents available on this site must not be taken, transmitted or distributed (directly or indirectly) into the United States or any jurisdiction where the Funds are not authorised or registered for public distribution.
- This site provides KIIDs, Prospectuses & other Information for the Funds which are registered in Switzerland.
- I have read and accept the terms and conditions of using this website, including the privacy & cookie policy.
By continuing you are giving consent to these terms and conditions and cookies being used.