Representative Services

How we can help

OpenFunds provides fund promoters with representation services for foreign collective investment schemes marketed and distributed in or from Switzerland to qualified and non-qualified investors.
By appointing a Swiss representative for their funds, fund promoters and their distributors are able to actively market their products directly to qualified and non-qualified investors in Switzerland.

We smooth the on-boarding process for your funds catering to qualified and non-qualified investors:

  • We partner with selected funds that have undergone strict due diligence;
  • We are careful about which funds we represent, and we maintain a strict focus on the delivery of high quality services to our existing clients.

We monitor regulation for you and help mitigate your legal and brand reputation risk:

  • We make sure you know at all times what documents have to be provided to which counterparties;
  • We update fund promoters on relevant regulatory developments in the Swiss fund market.

We facilitate a paying agent service:

  • We help fund promoters select or change their paying agent or representative.

We arrange and assess distribution services:

  • We only work with distributors of the highest professional standing;
  • We perform due diligence on proposed distributors;
  • We advise fund promoters on Swiss distribution requirements and responsibilities;
  • We provide fund promoters with distribution contracts compliant with Swiss Fund & Asset Management Association (SFAMA) standards and act as contracting party under CISA;
  • We negotiate distribution contracts with distributors at the fund promoter's request.


OpenFunds App

The OpenFunds App is a very user-friendly tool, on mobile access. You can find all the information regarding the funds such as legal documents, monthly factsheets with performance updates, publications, newsletters, events, live surveys and an overview of the fund managers’ meetings. All this is ready to be downloaded, printed or shared directly with your mobile device.

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Legal representative services

Roger Stoffel

Distribution services

Siro Zanovello

General enquiries

Olivier Lehmann

Zurich Office

Seefeldstrasse 35
8008 Zurich

Phone: +41 44 500 3108

Lugano Office

Via S. Balestra 27
6900 Lugano

Phone: +41 44 500 3109

Geneva Office

rue de la Cloche 8
1201 Geneva

Phone: +41 44 500 3175