Global Switzerland Tax Center | Lord Abbett | Lord Abbett

 

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.

Reporting funds for the year ended January 31, 2018.

Reporting funds for the year ended January 31, 2017.

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

Email

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

Email