Investment Club: Accounting, Tax, and Compliance
We helped set up a private investment club of 20 people, handling accounting, tax returns, profit distribution, and ensuring compliance with financial regulations.
Private Investment Club
The club is a private group of up to 20 members, where everyone knows each other. They gather regularly to discuss investment strategies, with no public offers or advertising.
Compliance and Legal Setup
We ensured that the club's structure complied with Swiss regulations and avoided classification as professional funds management, keeping the club private and informal.
Accounting and Profit Distribution
We managed the club's accounting and ensured proper distribution of profits to all members, while adhering to tax laws and financial reporting standards.
Withholding Tax and Financial Reports
We handled withholding tax returns for the members and provided clear financial reports, allowing the club to operate smoothly and in full compliance with tax laws.
Interested in Setting Up an Investment Club?
Contact us to learn how we can help you set up a compliant investment club with proper accounting, tax management, and financial reporting.
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