Representative Services

Register of advisers and Ombudsman

Client advisors of non-supervised Swiss financial service providers and client advisers of foreign financial service providers serving retail clients may carry out their activities in Switzerland only if they are formally registered in the register of advisers and register with Ombudsman’s Office.

It does not apply to financial service providers serving solely institutional or professional clients (excluding high-net-worth retail clients who have declared themselves to be professionals).

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 Pietro Peri 9D
6900 Lugano

Phone: +41 44 500 3109

Geneva Office

Quai de l’Ile 13
1204 Geneva

Phone: +41 44 500 3175