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Articles tagged with OpenFunds

OpenFunds obtains licence from FINMA as Legal Representative for retail / non-qualified investors funds in Switzerland!

February 2018

OpenFunds Investment Services AG ("OpenFunds") is an independent company established under Swiss law and is licensed and supervised by the Swiss Financial Supervisory Authority ("FINMA") to act as legal representative and as distributor for foreign collective investment schemes for qualified investors in Switzerland since 2014.

OpenFunds with offices in Zurich, Geneva and Lugano is proud to announce that since 15th February 2018 it is licensed and supervised by FINMA to also act as legal representative and distributor for non-qualified investors/retail investors funds in Switzerland.

The Legal Representation team, headed by Roger Stoffel, has together more than 40 years' experience in the fund industry specialized in Legal Representation.

For additional information and special offers please contact:

Roger Stoffel, Head of Legal Representative Services, OpenFunds Investment Services Ltd., rstoffel@open-funds.ch, Telephone: +41 44 500 31 08



New strategic partnership with Absolute Return Partners LLP

October 2017

Kroma and OpenFunds will initially market a multi-manager fund investing in direct lending strategies advised by ARP to their respective network of professional investors in the Middle East & Switzerland respectively.



Technology meets Finance. Introducing the new OpenFunds App

October 2017

OpenFunds is very proud to announce the publication of the new App in the Apple and Google stores.
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 ready to be downloaded, printed or shared directly with your mobile device.



OpenFunds Investment Services Ltd. (‘OpenFunds’) and Kroma Capital Partners Ltd. (‘Kroma’), announced today a strategic partnership for the distribution of investment funds to professional investors in Switzerland and in the Middle East

April 2017

OpenFunds and Kroma will cooperate in the areas of fund sourcing and due diligence, offering to the fund managers they both distribute access to their respective networks of professional investors in both Switzerland and the Middle East.



OpenFunds App Notice and Presentation

September 2018

Dear OpenFunds App and/or Website user,
 
please be informed that our App and internet website are now running on a new platform.

We kindly ask you to uninstall the app you are currently using on your mobile device and reinstall it, by looking for OpenFunds in App store for iOS or PlayStore for Android users. For privacy reasons users of the old App (who were not registered on our internet site) must create a new Account, while users who already have a website account can access the app with their current Log-In Details.

Your current credentials will also allow you to further enter our login section on our internet site.





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.

PDF Download

Apple Store
Qrcode
01 Google Play
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