How we help

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

We smooth the on-boarding process for your qualified investor funds:

  • We only partner with selected funds that cater to qualified investors and 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 available 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 acting as contracting party under CISA;
  • We negotiate distribution contracts with distributors at the fund promoter’s request.
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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