FAQs

Here you will find frequently asked questions on the following topics:

• Company
• Share
• Dividend
• General meeting
  
• Results

When was the company founded?

Swiss Life Holding Ltd, with its head office in Zurich, is the successor to the Schweizerische Rentenanstalt founded in 1857.

In what year did the Swiss Life Group change its legal form?

The transformation of Swiss Life from a mutual company to a public limited company took place in 1997, just before its 140th birthday. The change became legally effective when entered in the Commercial Register on 30 June 1997.

More about the history.

What was the price at which the shares were offered at that time?

Shares were distributed to all members of the mutual company free of charge. The number of shares that each received was based on the relative value of their insurance position at that time.

In what business areas is Swiss Life active?

The Swiss Life Group offers:

• a wide range of life insurance and pension products and services to individuals and companies through its own sales force as well as brokers and banks
• comprehensive financial advisory services through the AWD Group, a subsidiary of Swiss Life
• investment management activities.

Click here for further information.

In which countries is Swiss Life active?

The Swiss Life Group offers its clients life insurance and pension solutions through its own sales force as well as brokers and banks in Switzerland, France and Germany. It also maintains centres of competence in Luxembourg, Liechtenstein, Singapore and Dubai.

The AWD Group, that has been part of the Swiss Life Group since 2008, also offers comprehensive financial advisory services in Germany, Austria, the UK, Switzerland and selected countries in Eastern Europe.

To the markets.

How many employees does the Swiss Life Group have?

The Swiss Life Group employs a staff of around 7500.

Where can I find out more about the Corporate Executive Board and Board of Directors?

Here you will find full details of management and corporate governance.

Which stock market lists the Swiss Life Holding Ltd shares and what is the ticker symbol?

Swiss Life Holding Ltd shares are listed on the SIX Swiss Exchange. Ticker symbol: SLHN.

What kind of stock is the Swiss Life share?

Swiss Life Holding Ltd only has registered shares in electronic form.

What security and ISIN numbers are used for Swiss Life Holding Ltd shares?

The Swiss security number is 1485 278 and the ISIN number is CH0014852781.

How can I get the current stock quote of the Swiss Life share?

Our stock quote page shows you how the share is doing. Please note that the information displayed is subject to a 15-minute delay.

How many Swiss Life Holding Ltd shares have been issued so far?

As of 25 July 2011 Swiss Life Holding Ltd has issued 32'081'054 registered shares with a par value of CHF 5.10 each.

How many shareholders does Swiss Life have?

The shares are held by around 200'000 shareholders. You can find the current figure and shareholder structure here.

What is the size of the share capital?

The share capital amounts to CHF 163'613'375.40.

How can I buy Swiss Life Holding Ltd shares?

You can contact the Shareholder Services team directly:

Tel. +41 43 284 61 10
shareholder.services@swisslife.ch

Of course you can also buy Swiss Life Holding Ltd shares through your bank or broker.

For further information about Shareholder Services and to access forms (Opening of a Safekeeping Account, Change of Address, Purchase Order, Transfer etc.), please click here.

How high was the dividend for the 2011 financial year?

The Annual General Meeting approved a distribution out of the capital contribution reserve of CHF 4.50 per share for the 2011 financial year. The payment was made on 27 April 2012.

More about dividends.

How are distributions out of the capital contribution reserve treated for tax purposes?

The distribution out of the capital contribution reserve is made without deduction of Swiss federal withholding tax. The distribution is exempt from income tax for natural persons who live in Switzerland and hold the shares as part of their private assets. Swiss corporations and cooperatives are able to claim the participation deduction if the market value of the shares amounts to at least CHF 1 million.

Does Swiss Life have a programme to reinvest dividends?

No, Swiss Life has no programme to reinvest dividends.

When was the last General Meeting and where can I find information about it?

The last AGM was held on 19 April 2012 in Zurich.

When will the next General Meeting be held?

The next AGM will take place on 23 April 2013 in Zurich.

How can I exercise my voting rights at the General Meeting if I can’t be there myself?

You have the following possibilities:

• You can appoint the management representative to act as your proxy to approve the resolutions put forward by the Board of Directors.
• You can appoint the independent voting representative to act as your proxy, with full power of substitution, in accordance with your instructions.
• You can appoint a shareholder, who must be eligible to vote, to act as your proxy.

You can appoint a proxy using the order / power of attorney form, which you receive prior to the General Meeting, if you are registered in the share register of Swiss Life Holding Ltd.

For any further questions please contact Shareholder Services.

Swiss Life Ltd
Shareholder Services
P.O. Box
8022 Zurich
Switzerland

Tel. +41 43 284 61 10
Fax +41 43 284 61 66
shareholder.services@swisslife.ch

According to which accounting standards are the Annual Financial Statements of Swiss Life prepared?

The consolidated Annual Financial Statements of the Swiss Life Group are prepared in accordance with the International Financial Reporting Standards (IFRS).

In which currency does Swiss Life prepare its financial statements?

The presentation and consolidation currency of the Swiss Life Group is the Swiss franc (CHF). The consolidated financial statements are also presented in millions of francs.

When and where do Swiss Life events take place?

The financial calendar keeps you up to date about forthcoming events. You will also find all previous events in the archive.

Where can I gain an overview of the key financial figures?

All important figures are presented at a glance under key figures.
You can also download a historical comparison of the key financial figures as an Excel or PDF file.

Where can I find current and prior-year information on the results of the Swiss Life Group?

You will find all documents related to the results of the Swiss Life Group in the Info Kits.

Where can I find previous issues of the Swiss Life Group’s annual reports and financial statements?

You will find annual reports, financial statements, letters to shareholders, etc. in the archive.

Where can I find more information on “embedded value”?

The English version of the annual report contains an MCEV section. Here you will find the latest version.