Wealth Declaration Form

Wealth Declaration Form Template for Austria

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Key Requirements PROMPT example:

"I need a Wealth Declaration Form for opening a private banking account in Austria, including detailed sections on international real estate holdings and investment portfolios, as I have significant assets in both Germany and Switzerland that need to be declared by March 2025."

Document background

The Wealth Declaration Form is a crucial document required under Austrian law for various financial and legal purposes. It is commonly used when establishing new banking relationships, during significant financial transactions, in tax reporting, or when required by regulatory authorities. The form must be completed with detailed information about all assets, including bank accounts, real estate, investments, business interests, and valuable possessions, both within Austria and abroad. This declaration is particularly important in the context of Austria's strict banking and tax compliance requirements, including international agreements on financial transparency and anti-money laundering regulations. The document serves as a formal statement of an individual's financial position and is often required by financial institutions, tax authorities, and other official bodies for verification and compliance purposes.

Suggested Sections

1. Personal Information: Individual's details including full name, date of birth, tax identification number, residential address, and citizenship status

2. Tax Residency Status: Declaration of tax residency status including all countries where tax is paid

3. Income Sources: List of all regular income sources including employment, self-employment, pensions, and investment income

4. Bank Accounts and Cash: Details of all bank accounts, savings accounts, and cash holdings both within Austria and abroad

5. Real Estate Holdings: Information about all owned real estate properties, including location, value, and ownership percentage

6. Investment Portfolio: List of all financial investments including stocks, bonds, mutual funds, and other securities

7. Insurance and Pension Products: Details of life insurance policies, private pension plans, and their respective values

8. Declaration of Completeness: Formal statement confirming the completeness and accuracy of provided information

9. Signature Section: Space for date, signature, and witness attestation if required

Optional Sections

1. Business Ownership: Section for declaring ownership in companies, partnerships, or sole proprietorships - required if the individual has business interests

2. Trust and Foundation Interests: Details of any trust or foundation relationships, whether as settlor, beneficiary, or trustee - included if applicable

3. Cryptocurrency Holdings: Declaration of cryptocurrency and digital assets - required if the individual holds such assets

4. Valuable Movable Assets: Section for declaring high-value items like vehicles, art, jewelry - included if total value exceeds reporting threshold

5. Foreign Assets Declaration: Detailed section for foreign assets subject to special reporting requirements - required if foreign assets are held

6. Debt and Liabilities: Section listing all significant debts and financial obligations - included if relevant to net wealth calculation

Suggested Schedules

1. Schedule A - Bank Account Details: Detailed listing of all bank accounts including account numbers, banks, and current balances

2. Schedule B - Real Estate Documentation: Detailed information about each property including registration numbers and recent valuations

3. Schedule C - Investment Portfolio Details: Itemized list of all investment holdings with current market values

4. Schedule D - Business Interests: Detailed breakdown of business ownership including company registration numbers and shareholding percentages

5. Appendix 1 - Supporting Documents Checklist: List of required supporting documents such as bank statements, property titles, and company certificates

6. Appendix 2 - Tax Authority Declarations: Specific forms required by Austrian tax authorities for international reporting

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Financial Services

Legal Services

Banking

Wealth Management

Tax Advisory

Compliance

Private Banking

Real Estate

Investment Management

Professional Services

Relevant Teams

Legal

Compliance

Wealth Management

Private Banking

Risk Management

Tax Advisory

Client Services

Regulatory Reporting

Anti-Money Laundering

Financial Control

Relevant Roles

Private Banker

Wealth Manager

Tax Consultant

Compliance Officer

Legal Counsel

Financial Advisor

Risk Manager

Client Relationship Manager

Tax Attorney

Portfolio Manager

Trust Officer

Regulatory Reporting Specialist

Anti-Money Laundering Officer

Account Manager

Financial Controller

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Authors

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