- 1). Identify how much risk capital you wish to invest in Swiss government bonds. Risk capital is the amount of money you can avoid losing without severe financial hardship. If you are unsure how much capital to risk consult with your financial professional or registered broker with whom you hold the brokerage account. They can help you decide what percentage of your total portfolio should go toward your investment in Swiss government bonds.
- 2). Decide which financial instrument, whether it be a mutual fund or a direct investment in the actual bonds, is best suited to your current financial situation. The EuroPac International Bond Fund, ticker symbol EPIBX, offered by Euro Pacific Capital Inc. invests in the debt of foreign governments including the Swiss that have an investment grade credit rating. Credit Suisse offers an exchange- traded fund that holds Swiss government bonds which mature within seven to 15 years. The fund is traded on the Six Swiss Stock Exchange. If you are considering purchasing this exchange-traded fund listed on the Six Swiss stock exchange, you will need to have an account with an international brokerage that can access this market for you. Valcourt Investment and Advisory Services offers its' clients, especially institutions, the opportunity to buy Swiss government bonds outright.
- 3). Deposit risk capital in your brokerage account or with your financial planner. Usually investors can make the deposit by check through the postal service or by electronic wire transfer. If you are not sure which service to use, ask your financial planner for help.
- 4). Invest your risk capital in the financial instruments you selected. Most brokerages and financial planners will allow you to view your investment online, but you may request an account statement via mail.
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