Representative Services

Useful links to documents

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Federal laws and ordinances 
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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Federal Act on Financial Services (FinSA)

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Ordinance on Financial Services (FINSO)

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Federal Act on Financial Institutions (FinIA)

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Ordinance on Financial Institutions (FinlO)

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Federal Act on the Swiss Financial Market Supervisory Authority (FINMASA)

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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 Pietro Peri 9D
6900 Lugano

Phone: +41 44 500 3109

Geneva Office

rue de la Cloche 8
1201 Geneva

Phone: +41 44 500 3175