Switzerland Tax Reporting
Each share class of Lord Abbett Global Funds I plc fund that is registered for distribution in Switzerland will calculate annual Swiss income tax figures where Swiss resident investors will require this information to file their annual income tax return. The Swiss tax figures are published with the Swiss Federal Tax Administration each year and are available on the Swiss Federal Tax Administration website.
Below is a list of share classes that report Swiss income tax figures with the Swiss tax authority:
- Reporting funds for the year ended January 31, 2020
- Reporting funds for the year ended January 31, 2019
- Reporting funds for the year ended January 31, 2018
- Reporting funds for the year ended January 31, 2017
It is the responsibility of all investors to seek assistance from an independent financial professional or tax advisor to obtain an understanding of tax and other consequences to owning shares of the Lord Abbett Global Funds.