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1. Personal Information: Declarant's full legal name, date of birth, nationality, tax identification numbers (Swiss and foreign), current residential address, and contact details
2. Professional Status: Current employment status, business interests, and professional activities that generate income
3. Summary of Net Worth: Overview table showing total assets, liabilities, and resulting net worth calculation
4. Banking Relationships: List of all banking relationships within Switzerland and abroad, including account numbers and financial institutions
5. Financial Assets: Detailed listing of bank accounts, securities, investment portfolios, cryptocurrency holdings, and other financial investments
6. Real Estate Holdings: Details of all real estate owned, including location, market value, and ownership structure
7. Business Interests: Information about ownership in companies, partnerships, and other business entities
8. Personal Property: High-value personal assets such as vehicles, art, jewelry, and collectibles
9. Liabilities: All outstanding debts, mortgages, loans, and other financial obligations
10. Source of Wealth Declaration: Explanation of how the declared wealth was acquired, including inheritances, business proceeds, and investment gains
11. Tax Compliance Statement: Declaration confirming tax compliance in all relevant jurisdictions
12. Certification: Signed statement confirming the accuracy and completeness of the declaration
1. Trust Structures: Section for declaring any trust arrangements where the declarant is a settlor, beneficiary, or trustee
2. Insurance Policies: Details of life insurance, private pension plans, and other insurance products with cash value
3. Intellectual Property: Section for declaring valuable intellectual property rights and associated income
4. Foreign Income Sources: Detailed section for income derived from foreign sources, required for international tax reporting
5. Political Exposure: Declaration of any political positions held by the declarant or close associates, required for PEP screening
6. Related Parties: Information about family members or related parties with financial connections to the declarant
7. Future Expectations: Details of expected future wealth changes (inheritances, business sales, etc.)
1. Schedule A - Bank Statement Summary: Recent bank statements or portfolio valuations from all declared financial institutions
2. Schedule B - Property Valuations: Official property valuations or recent appraisal reports for real estate holdings
3. Schedule C - Company Valuations: Business valuation reports or financial statements for declared business interests
4. Schedule D - Tax Certificates: Recent tax returns or certificates of tax compliance from relevant jurisdictions
5. Schedule E - Supporting Documents: Copies of relevant contracts, certificates of ownership, or other supporting documentation
6. Appendix 1 - Asset Valuation Methodology: Explanation of methods used to value non-standard assets
7. Appendix 2 - Document Checklist: Checklist of all required supporting documents and their status
8. Appendix 3 - Declaration Instructions: Detailed instructions for completing each section of the form
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