Accessing and Managing Tax-Related Information and Documentation

Accessing and Managing Your Tax Information

At LGT Capital Partners, we prioritize providing our clients with a secure and efficient way to access and manage their tax-related information concerning their investments. This guide will help you understand how to navigate our client portal to obtain your tax documents and manage relevant information easily and confidentially.

Logging into the Secure Client Portal

To begin, access the secure client portal using your personal credentials provided by LGT Capital Partners. If you have not yet registered, please contact your client service representative to receive your login details and initial setup instructions.

Navigating to the Tax Documents Section

Once logged in, locate and select the "Tax Documents" section within the portal. Here, you will find all relevant tax reports, statements, and forms tailored to your investment portfolio. Documents are securely available for download, ensuring you have immediate and comprehensive access to your tax information whenever needed.

Updating Your Tax Residency Information

The client portal also allows you to update your tax residency details directly. Keeping this information accurate and current is essential for compliance and ensures that the tax documents you receive reflect your correct status.

Personalized Assistance and Support

Should you have any questions or require personalized assistance regarding your tax documents, please reach out to your dedicated client service representative. Our team is committed to delivering responsive, client-centric service with the utmost confidentiality and professionalism.

Commitment to Confidentiality and Compliance

LGT Capital Partners handles all tax-related information with strict confidentiality and complies fully with relevant regulatory standards. You can trust that your data is managed securely and transparently, reflecting our commitment to regulatory compliance and client trust.

Additional Resources

• Contact your client service representative for personalized tax assistance.
• Visit the client portal user guide for detailed navigation instructions.
• Consult with your tax advisor for advice tailored to your individual tax situation.