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Application to open a safekeeping account natural persons In order to open a safekeeping account we need you to complete this form in full and return it by post or email, duly signed, to Swiss Life

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What is safekeeping of financial assets?

Safekeeping of financial assets refers to the protection and management of a client's financial instruments and securities to ensure they are secure and can be easily accessed or utilized when needed.

Who is required to file safekeeping of financial assets?

Individuals and entities that hold financial assets, including but not limited to brokers, custodians, and investment firms, are required to file for safekeeping of financial assets.

How to fill out safekeeping of financial assets?

To fill out safekeeping of financial assets, one must gather relevant financial information, complete a designated form detailing the assets held, and submit it to the appropriate regulatory authority or financial institution.

What is the purpose of safekeeping of financial assets?

The purpose of safekeeping of financial assets is to protect clients' investments, ensure compliance with regulatory requirements, and facilitate the administration and management of those assets.

What information must be reported on safekeeping of financial assets?

Information that must be reported includes details of the financial assets held, ownership information, transaction records, and any relevant changes in asset status.

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