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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.
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
Patterson-Mills Sàrl acts as an Appointed Representative of Lawsons Network AG. Any financial advice is given as Appointed Representatives of Lawsons Network AG, a member of SO-FIT (a self-regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries. SO-FIT is also recognized by FINMA as a professional organization for laying down rules of conduct relating to the practice of the profession of independent asset manager within the meaning of the Swiss Federal Act on collective investment schemes).
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