Swiss Annuities

One way an investor can defer taxes on hedge fund investments is by utilizing a Swiss Private Placement Annuity. By using a Swiss Private Placement Annuity it is possible to invest in virtually any type of investment including domestic US and off-shore hedge funds. Besides the flexibility and tax advantages, Swiss Private Placement Annuities when properly structured can offer protection from creditors and can be excluded from bankruptcy proceedings.

Since all beneficial interest in the hedge fund must be held by one or more segregated asset accounts of one or more insurance companies and access to the hedge fund must only be through the purchase of a variable contract, a fund manager might consider establishing a Liechtenstein domiciled investment fund (see Swiss Annuities & Life Insurance by Marco Gentenbeim and Mario A. Mata — pages 207 - 212).

If you are a fund manager wishing to establish a Liechtenstein domiciled investment fund you might wish to contact Valartis Fund Management. Valartis Fund Management (Liechtenstein) AG can assist in fund set-up including the preparation and execution of all relevant documents, registration and ongoing administration of the fund.

Valartis Fund Management also specializes in helping fund managers set up funds for qualified investors. This is a type of fund that was established by the Investment Undertaking Act of May 19. 2005 and is designed exclusively for investment by one or more qualified investors. This type of fund does not need Liechtenstein Financial Market Authority (FMA) authorization, can be set up very quickly and has less strict publication requirements.

HedgeSynergy.com is not associated with Valartis Fund Management and the above is an unsolicited recommendation.

While American citizens can invest in Private Placement Annuities they must be reported annually to the IRS. Also several Swiss insurance companies have stopped accepting American clients including Swiss Life, Baloise Holding and Zurich Insurance Group.

If you are an investor interested in Swiss Private Placement Life Insurance please contact the following organizations.


BFI Consulting
Email: info@bficonsulting.com
Web:xhttp://www.bfi-consulting.com/

BFI Consulting Inc
Zurichstrasse 103e
8123 Zürich-Ebmatingen
Switzerland
Phone: +41 (0) 43 366 2200
Fax:x .x+41 (0) 43 366 2201


Gonthier Group SA
Email: info@gonthiergroup.ch
Web:xhttp://www.gonthiergroup.com/

GONTHIER GROUP SA
Avenue du Casino 13
Case Postale 1245
CH - 1820 Montreux, Switzerland
Phone: +41 (0) 21 962 8500
Fax:x.x +41 (0) 21 962 8501


Swiss Life AG
Email: slpp@swisslife.com

Web: http://www.swisslife.com/international/privateclients/
Swiss Life AG
In der Specki 3
9494 Schaan
Principality of Liechtenstein
Phone: +42 (0) 3 377 7000
Fax:x. x+42 (0) 3 377 7099


SwissGuard
Email: info@swiss-annuity.com
Web:xhttp://www.swiss-annuity.com/
SwissGuard International, GmgH
Bahnhofstrasse 52 
CH-8001 Zurich
Switzerland
Phone: +41 (0) 44 214 6247
Fax:x.x +41 (0) 44 214 6519


For more information please click the following links:
(HedgeSynergy.com is not affiliated with any of the following companies) _______________________________________________

Private Placement Life Insurance Wiki

Swiss Guard International Wealth Management - Article

Gonther Group SA - Annuities Consultants - Brochure

Asset Protection, Swiss Annuities and Trusts - Book

Guide to Swiss Annuities Consultants - Booklet

Swiss Life Private Placement Life Insurance

Wealth Manager — A Swiss Solution - News Article

Gary Wolfe IRS Tax Audit News Blog

IRS and Swiss Private Placement Insurance WSJ Article

Swiss Association of Asset Managers

The Swiss Association of Asset Managers (SAAM) is the leading industry association of independent asset managers in Switzerland. It was established in 1986 with the objective of creating a seal of approval for independent asset managers through self-regulation. Today, SAAM has more than 1,000 members, which means it unites more than half of all independent asset managers working in Switzerland who manage some two-thirds of all funds overseen by independent asset managers in Switzerland.

The following link is to the SAAM web page that allows you to search their membership by several criteria including type of services offered, investment strategies, minimal investment and language spoken.

http://www.vsv-asg.ch/en/mitgliedersuche

Swiss Insurance Companies:



AIG Life
Email: AIGLifeCHCustomerService@AIG.com
Web:xhttp://www.aiglife.ch/
AIG Life Insurance Company Ltd.
via Camara 19  
6932 Breganzona
Switzerland
Phone: +41 (0) 91 960 48 48
Fax:x.x +41 (0) 91 967 25 15



Allianz Suisse
Email: contact@allianz-suisse.ch
Web:xhttp://www.allianz-suisse.ch

Allianz Suisse
Bleicherweg 19
8002 Zürich
Switzerland
Phone: +41 (0) 58 358 71 11
Fax:x.x +41 (0) 58 358 40 42



AXA-Winterthur
Email: suisse@axa-winterthur.ch

Web:xhttp://www.axa-winterthur.ch
AXA-Winterthur
General-Guisan-Strasse 40
8400 Winterthur
Switzerland
Phone: +41 (0) 52 261 11 11
Fax:x .x+41 (0) 52 213 66 20



Basler Life
Email: insurance@baloise.ch

Web:xhttp://www.baloise.ch
Basler Versicherung
Aeschengraben 21
4051 Basel
Switzerland
Phone: +41 (0) 61 285 85 85
Fax:x. x+41 (0) 61 285 70 70



Convia
Email: info@convia.ch

Web:xhttp://www.convia.ch
Convia Lebensversicherung AG
Pilatusstrasse 23  
6003 Luzern
Switzerland
Phone: +41 (0) 41 227 50 80
Fax: x.x+41 (0) 41 227 50 88



Forces Vives
Email: info@forcesvives.ch

Web:xhttp://www.forcesvives.ch
Forces Vives
Rue Caroline 9  
1001 Lausanne
Switzerland
Phone: +41 (0) 41 348 31 11
Fax:xx. +41 (0) 41 348 23 96



Generali Life
Email: info@generali.ch

Web:xhttps://www.generali.ch
Generali Versicherungen
Soodmattenstrasse 10
8134 Adliswil
Switzerland
Phone: +41 (0) 58 472 44 44
Fax: x.x+41 (0) 58 472 55 55



Groupe Mutuel
Email: info@groupemutuel.ch

Web:xhttp://www.groupemutuel.ch
Groupe Mutuel Vie GMV SA
Rue du Nord 5
1920 Martigny
Switzerland

Phone: +41 (0) 84 880 31 11
Fax:x .x+41 (0) 84 880 31 12



Helvetia
Email: info@helvetia.ch

Web:xhttp://www.helvetia.ch
Helvetia Versicherungen
St. Alban-Anlage 26  
4052 Basel
Switzerland

Phone: +41 (0) 58 280 10 00
Fax:x .x+41 (0) 58 280 10 01



Mobiliar
Email: diemobiliar@mobi.ch

Web:xhttp://www.mobi.ch
Die Mobiliar
Bundesgasse 35
3011 Bern
Switzerland

Phone: +41 (0) 31 389 61 11
Fax:x.x +41 (0) 31 389 68 52



Pax Life
Email: info@pax.ch

Web:xhttp://www.pax.ch
Pax Verischerungen
Aeschenplazt 13
4052 Basel
Switzerland

Phone: +41 (0) 61 277 66 66
Fax:x.x +41 (0) 61 277 64 56



Phenix Life
Email: service@phenix-assurances.ch

Web:xhttp://www.phenix-assurances.ch
Phenix assurances
Avenue de la Gare 4
1003 Lausanne
Switzerland

Phone: +41 (0) 21 340 04 04
Fax:x.x +41 (0) 21 340 04 05



Skandia Leben AG
Email: info@skandia.ch

Web:xhttp://www.skandia.ch
Skandia Leben AG
Bellerivestrasse 30
8008 Zürich
Switzerland

Phone: +41 (0) 44 388 28 28
Fax:xx. +41 (0) 44 388 28 38



Swiss Life AG
Email: info.com@swisslife.ch

Web:xhttp://www.swisslife.ch
Swiss Life AG
General-Guisan-Quai 40
8002 Zürich
Switzerland

Phone: +41 (0) 43 284 33 11
Fax:xx. +41 (0) 43 284 63 11



Swiss National Life
Email: info@nationale.ch

Web:xhttp://www.nationalesuisse.ch
Nationale Suisse
Steinengraben 41
4003 Basel
Switzerland

Phone: +41 (0) 61 275 21 11
Fax:x.x +41 (0) 61 275 26 56



UBS Life
Email:

Web:xhttp://www.ubs.com
UBS Life
Birmensdorferstrasse 123
8003 Zürich
Switzerland

Phone: +41 (0) 44 208 57 11
Fax:x.x +41 (0) 44 235 47 65



Vaudoise Life
Email: lausanne@vaudoise.ch

Web:xhttp://www.vaudoise.ch
Vaudoise Assurances
Avenue de Cour 45
1007 Lausanne
Switzerland

Phone: +41 (0) 21 618 80 80
Fax:x.x +41 (0) 21 618 81 18



Zenith Life
Email: info@zenithvie.ch

Web:xhttp://www.zenithvie.ch
Zenith Vie
Av. du Tribunal- Fédéral 34
1005 Lausanne
Switzerland

Phone: +41 (0) 21 721 70 00
Fax:x.x +41 (0) 21 721 71 20



Zürich Life
Email: kontakt@zurich.ch

Web:xhttp://www.zurich.ch
Zürich Versicherungs-Gesellschaft AG
Mythen-Quai 2
8002 Zürich
Switzerland

Phone: +41 (0) 44 625 25 25
Fax:xx. +41 (0) 44 625 35 55