Oct 1, 2019 11:16
4 yrs ago
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French term

Observations Etat des Titres

French to English Bus/Financial Law: Taxation & Customs Tax declaration (Switzerland)
This is from the top part (i.e. after the section for the taxpayer's details) of a Swiss tax declaration for a foreigner with income from abroad (Form PG1).
There is a section headed "Remarks" and then two spaces for remarks.
The first one is headed "Remarks on attached documents", the second is "Observations Etat des Titres"
Nothing has been filled in for either space, so no clues there
Proposed translations (English)
2 Securities holdings listing

Discussion

Jack Dunwell Oct 3, 2019:
Sounds like Securities/Shares Schedule - comments ("Remarks")
Ph_B (X) Oct 1, 2019:
notes to the statement of securities? État can mean "statement"/"list": Les titres et leurs rendements sont à déclarer dans le formulaire appelé « Etat des titres » de la déclaration d’impôts.( https://www.ch.ch/fr/imposition-titres-primes-assurance/ ) Here's a (French, sorry) sample: http://www.bernardcordier.com/Documents/Etat des titres.pdf So, Observations Etat des Titres probably means something like "notes to the statement of securities".
Marco Solinas Oct 1, 2019:
To Asker Could it refer to the country where the securities were issued?

Proposed translations

9 hrs
Selected

Securities holdings listing

Hello
If you check out the reference and the form, Etat de Titres is followed by fields where you enter all your holdings.
Etat could = state = portfolio but I've gone for "holdings".
As for "observation" and based on my reference, could this be a listing?
Something went wrong...
3 KudoZ points awarded for this answer.
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