A Glossary of French to English Financial Terms

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

A Glossary of French to English Financial Terms

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

At Patterson Mills we aim to present everything we do in a clear, understandable and not misleading 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.

Book a jargon-free, cost-free and obligation-free initial meeting with us today.

This glossary is in alphabetical order.

If you have a suggestion for a term not on our list, let us know!

À court terme
Short term

Actifs
Assets

Une action
A share

L’année fiscale
Financial year/Tax year

Bénéficiaire
Beneficiary

La bourse
Stock exchange

Compte d’épargne
Savings account

Les contribuables
Taxpayers

Contrôle fiscal
Tax inspection

Couts de transaction
Dealing costs

Le déclarant
The person declaring

Délit fiscale
Financial crime

Dépot/Versement
Desposit

Durable
Sustainable

L’échéance
Maturity/term (of a bond)

Espèces
Cash

Évaluation de portefeuille
Portfolio valuation

Exonération
Exemption

Frais
Fees

HT (Hors Taxes)
Excluding tax/excluding VAT

Hypothèque
Mortgage

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
Loan

Prêt garanti
Secured loan

Prix d’achat
Purchase price

Prix de vente
Sale price

Procuration
Power of attorney

Remboursement
Reimbursement/repayment

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