Glossaire des termes financiers du français à l'anglais

In Switzerland, it is essential to have knowledge about financial terms in French if you live in the Western areas. We have put together a translation glossary of financial terms from French into English that aims to simplify the process.

Glossaire des termes financiers du français à l'anglais

At Patterson Mills we aim to present everything we do in a clear and understandable manner that works best for our clients. We have created this glossary for anyone wishing to gain more understanding of common financial terms that could be confusing at first glance.

You dream of your future, we help you achieve it. Contact us today.

The glossary is in alphabetical order (according to the French).

Si vous avez une suggestion pour un terme qui ne figure pas sur notre liste, faites-le nous savoir!

Acheter
To buy

Acquisitions de parts
Acquisitions of shares

Acompte (see also dépôt)
Deposit / Advance payment

À court terme
Short term

Actifs
Assets

Une action
A share

Amortissements
Amortisation / Depreciation

L’année fiscale
Financial year/Tax year

Annuité
Annuity (annual payment)

Arrérages
Arrears

Attribution d’actions
Allocation of shares

Avances sur subventions
Advances on subsidies / grants

Bénéfices accumulés
Accumulated profits

Bénéficiaire
Beneficiary

La bourse
Stock exchange

Carte de crédit
Credit card

Charges à payer
Accrued expenses

Compte d’épargne
Savings account

Les contribuables
Taxpayers

Contrôle fiscal
Tax inspection

Coûts de démarrage
Start-up costs

Coûts de transaction
Dealing costs

Coûts de la vie
Cost of living

Le déclarant
The person declaring

Délit fiscale
Financial crime

Une dépense
An expense

Dépot/Versement
Desposit/Transfer

Durable
Sustainable

L’échéance
Maturity/term (of a bond)

Entreprises liées
Affiliated companies

Un emprunt (see also prêt)
Loan (borrower’s perspective)

Espèces
Cash

Évaluation de portefeuille
Portfolio valuation

Exonération
Exemption

Facture
Invoice

Frais (see also honoraires)
Fees (general)

Frais accessoires
Ancillary costs / Incidental expenses

Honoraires (see also frais)
Fees (typically for professional services, such as Lawyers, relating to hourly rates or piece-work)

HT (Hors Taxes)
Excluding tax/excluding VAT

Hypothèque
Mortgage

ICC (l’impôt cantonal et communal)
Cantonal and communal taxes (taxes paid to your local canton and commune)

IFD (l’impôt fédéral direct)
Federal Direct Taxes (taxes paid to the Swiss Federal Government)

Imposable
Taxable

Impôt/impôt locaux
Tax/local tax

Indice
Index

Une obligation
A bond

Une obligation d’État
A government bond

Page/fiche d’information
Factsheet

Passif
Debt/liability

Prélèvement à la source
Deduction at source

Prélèvement automatique
Direct debit

Prêt (see also emprunt)
Loan (lender’s perspective)

Prêt garanti
Secured loan

Prix d’achat
Purchase price

Prix de vente
Sale price

Procuration
Power of attorney

Un reçu
Receipt

Remboursement
Reimbursement/repayment

Rémunérations d’intermédiaires et honoraires
Intermediaries remuneration and fees

Saisie de fonds
Seizure of funds

Solde bancaire
Account balance

Le taux/taux de change/taux s’intérêts
The rate/exchange rate/interest rate

La taxe foncière
Housing tax (council tax) – paid by the homeowner

La taxe d’habitation
Housing tax (council tax) – paid by the tenant

Un titre
A security

Valable
Valid

Virement bancaire
Bank transfer