Representative Services

Links to documents

EN FR DE IT
Federal laws and ordinances - current documents
Federal Act on Collective Investment Schemes (CISA)

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Collective Investment Schemes Ordinance (CISO)

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Ordinance of the Swiss Financial Market Supervisory Authority on Collective Investment Schemes (FINMA Collective Investment Schemes Ordinance, CISO-FINMA)

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Ordinance of the Swiss Financial Market Supervisory Authority of 6 December 2012 on Collective Investment Schemes Bankruptcy (FINMA Collective Investment Schemes Bankruptcy Ordinance, CISBO-FINMA) -

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Federal Act of 10 October 1997 on Combating Money Laundering and Terrorist Financing in the Financial Sector (Anti-Money Laundering Act, AMLA) index

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Directives, guides, circulars and checklists issued by FINMA
FINMA circulars

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Distribution under the Collective Investment Schemes legislation - Circular 2013/09 - index index index
Self-regulation recognised as a minimum standard by the Swiss Financial Market Supervisory Authority - Circular 2008/10

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Swiss Funds & Asset Management Association (SFAMA)
Regulation

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Self-Regulation & Model documents: Code of conduct

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Self-Regulation & Model documents: Distribution

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Publications: Circulars

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Swiss Banking Association
Guidelines on the duty to keep documentary records according to section 24(3) CISA E

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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

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