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MTBI SWISS INVESTMENT LIBRARY

No up-front load, No management fee, No back-end charges. Click for more info!The managed variable annuity portfolio can be constructed in at least four different styles. Click for more info!

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Invest in Swiss Annuities for Financial Privacy and Safeguard, Conserve, and Preserve your Family's Estate. Click for mtb international home page

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All downloads in the Mtbi Swiss Investment Library are free informative reports on Swiss annuities and Swiss banks. These reports all help the investor to easily compare Swiss investments with other traditional investments including the safety and security of Swiss accounts. The reports include; procedural steps a creditor must take to attach your Swiss annuity, a FAQ that answer most questions on Swiss annuities, a report on Swiss bank secrecy and Swiss banks, a report on tips to prevent your Swiss account from becoming dormant in a Swiss bank, a Legal Opinion, and a report describing changes to the US IRS Regulations on offshore accounts and a report on the new Tax Act governing estate taxes.

download acrobat reader All the above reports are e-published in the Adobe PDF format using Adobe Reader 4.0 or later to view and print.

The one(1) page Creditors Report (29Kb) helps to understand the protection aspects of the Swiss Annuity and the necessary steps a creditor must follow to attach your Swiss Annuity.

The Swiss Annuity FAQ Report (184Kb) helps to gain a perspective of the Swiss Annuity with respect to your own personal financial requirements. These questions are a compilation of some of the most asked questions concerned investors have asked about the Swiss Annuity over the past several years.

The Swiss Bank Secrecy Report (146Kb) details Swiss bank secrecy as it functions today and describes Swiss bank protection under Swiss Law.

The Swiss Dormant Account Report (23Kb) describes the Swiss Bank's obligation to safeguard your account as well as suggesting tips to prevent your account(s) from becoming dormant.

An important legal document, a Legal Opinion (158Kb) from one of Switzerland's international law firms on asset protection is available now for download.

Of interest to US residents are the reports containing the latest changes to the IRS Regs (12Kb) regarding the reporting and taxation of offshore investments and the report on the new Tax Act (245Kb) on estate taxes.

A sample Annuity Contract (57Kb) is also provided for download and review.

LIBRARY FILES

CREDITORS REPORT

QUESTION & ANSWER REPORT

SWISS BANK SECRECY REPORT

DORMANT ACCOUNTS REPORT

LEGAL OPINION REPORT

UPDATED IRS REGS  REPORT

NEW US TAX ACT OF JUNE 7 2001 REPORT

PORTFOLIOS

INCOME PORTFOLIO

CONSERVATIVE PORTFOLIO

BALANCED PORTFOLIO

DYNAMIC PORTFOLIO

NEWSLETTERS

CURRENT TREND OF THE SWISS FRANC

LATEST ATTACK ON FINANCIAL PRIVACY

 SWISS BANKS GIVING UP ON SECRECY ?