US Compliant Investments

FATCA-Friendly Investment Opportunities

US Compliant Investments

Since 2012 all foreign banks and financial institutions have a legal obligation to disclose the balance and assets of any American clients to the IRS (following the implementation of the Foreign Account Tax Compliant Act, or FATCA).

FATCA stipulates that American citizens living abroad cannot invest in any form of PFIC (or Passive Foreign Investment Company); this includes funds, unit trusts and certain pension arrangements.

Since FATCA’s introduction, a number of investment providers have worked to stay within the new rules, and it is now possible for American citizens living internationally to access a limited number of US-compliant investments.

Unsurprisingly, it's a pretty complex subject.

The team here at IWP are well-versed in suitable investment options for American investors. Together, we'll explore your options and give you honest, unbiased advice to get the best return on your investment. 

  • Socially Responsible Investing

    Sustainability and social responsibility is shaping how people think and invest - which is where our team comes in.

  • Property Investment

    From residential property to commercial property investment ideas, we’re here to help you get the best return on your investment.

  • Swiss Mortgages

    From deposits to repayment terms, you’ll need an insider’s take on the Swiss property market to get the best return on your investment.

  • US Compliant Investments

    The team here at IWP are well-versed in suitable investment options for American investors.

  • Insurance

    Make sure you're covered for the worst case scenario with the right level of insurance for your lifestyle.

How much do you need to retire?

Your current situation
CHF
CHF
CHF
CHF
Your targets
  • Estimated tax rate15%
  • Average Inflation Rate1.5%
  • Rate of Return at Retirement5%
  • Max. First Pillar Income (2021)CHF: 28680
  • Max. Years44
You will have
CHF:
You will need
CHF:

Disclaimer: the calculation above is for illustrative purposes only. For a tailored assessment of your exact circumstances, please contact us.

How much do you need to retire?

Achieve financial freedom - and retire when you want to. 

We help investors in Switzerland build assets and create passive income to replace formal employment. 

By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.

How much do you need to retire? Request your free guide now and find out with our simple 2-step process. 

How much do you need to retire?

How much do you need to retire?