Representative Services

Qualified investors

Art. 10 para 3 CISA provides that professional clients according to Art. 4 para 3 to 5 para 1. And 4 FinSA are deemed to be qualified investors.

  • Duly supervised / regulated financial intermediaries such as banks, securities dealers, fund management companies, asset managers of collective investment schemes, central banks and supervised insurance institutions;
  • Public corporations, pension funds and enterprises with a professional treasury department;
  • High net worth individuals (HNWI) who meet certain requirements and have declared in writing that they wish to be classified as qualified investors (opt-out);

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