Lisa Notarfrancesco

Book keeping of swiss and abroad Companies Check all Contracts, Forms, Passport Copies of the Clients Request of missing Documentation of the Clients Check FATCA Documentation, W-8BEN, W-9, Utility Bill Fill out of Form W-8BEN-E Prepare keep Meetings mit Clients Prepare Financial Statements Prepare Tax Declarations of legal Person and individual Person Prepare Payslip Prepare Minutes Liquidation of Companies Prepare bank Account Opening Prepare Investment and Payment Orders

Transaction Tax Specialist My function was: - Prepare and support the EU-Withholding tax and the Austian Tax. - Prepare the Qualified Intermediary (QI) –Reconciliation of Vontobel and Raiffeisen - Payment of Withholding Tax, Stamp duty and Transaction Tax to the Authority - Ordering of German Tax Certificate - Testing of the System for new and old Functions - Implementation of Transaction Tax of Italy and France

Front & Client Support Specialist at the Inheritance Support My function was: - Support of heritance by phone and anwer request by letter - Check the Documentation, Blocking accounts, process of Payments and Account Closing - Support and Answer Request of Lawyers, Notaries and Authorities

Junior Tax Consultant at Operational Front Support at Securities Special & Tax of Clariden Leu (06.2011 – 07.2012) My function was: - Support in Tax Questions - Support for Tax Products, Solutions for Special Cases - Participation in Quality Meetings at Credit Suisse (Service Provider)

Relationship Manager Assistant at Latin America at Clariden Leu My function was: - Process of Payment Instructions - Process of Investment Instructions - Account Closings and Openings - Prepare Business Trips and Meeting with Clients

Specialist Other Services Agent at the Operational Front Support of Clariden Leu My function was: - Support for Tax Questions (1st Level) - Account Closings - Payment of Compensation for Asset Manager - First Level Support Tax Products