Disclaimer

This website is intended for Institutional and “Qualified Investors”.

This English version of our website explicitly excludes addressing US persons, anyone living or any corporation domiciled in the United States of America.

For investors interested in or intending to purchase our products and services it is important to read these terms and conditions carefully. By continuing to browse through this website, or when you subscribe to our publications you agree and are bound to these stated terms and conditions.

If you do not accept these terms and conditions, you are not allowed to continue on our website, use or consume any information contained herein, or to subscribe to any units of our products mentioned.

Definitions:

Qualified investors within the meaning of the Swiss Federal Collective Investment Schemes Act (CISA) and the Ordinance on Collective Investment Schemes (CISO) essentially are the following:

  1. Regulated financial intermediaries, such as banks, securities dealers, fund management companies and asset managers of collective investment schemes as well as central banks;
  2. Regulated insurance companies;
  3. Public entities and retirement benefits institutions with professional treasury facilities;
  4. Companies with professional treasury facilities;
  5. Investors who have concluded a written asset management agreement with a financial intermediary pursuant to number 1 and whom they have not informed in writing that they do not wish to be considered as qualified investors (no “opting out”);
  6. Investors who have concluded a written asset management agreement with an independent asset manager (subject to the following requirements) and whom they have not informed in writing that they do not wish to be considered as qualified investors (no “opting out”). The independent asset manager is domiciled in Switzerland; it is as financial intermediary subject to the Swiss Anti Money Laundering Act (AMLA) of 10 October 1997; it is subject to rules of conduct of an industry association which are recognized by FINMA as a minimum standard; and the asset management agreement complies with the guidelines of an industry organization which are recognized by FINMA as a minimum standard; or
  7. High net worth individuals who have confirmed in writing to a financial intermediary pursuant to number 1 or to an independent asset manager, which meets the requirements described in number 6, that they wish to be considered as qualified investors (“opting-in”), and that they:
    1. Have disposable wealth of at least 500 000 Swiss francs and by virtue of his/her personal education and professional experience or because of a similar experience in the financial sector have the knowledge necessary to understand the risks of the investments, or
    2. Have disposable wealth of at least 5 million Swiss francs.
      By accepting this disclaimer, I confirm that I have read the legal information/conditions of use. I confirm that I am a qualified investor according to CISA (KAG) rules and that I have read Article 10 CISA and I have accepted its content.

By accepting this disclaimer, I confirm that I have read the legal information/conditions of use. I confirm that I am a qualified investor according to CISA (KAG) rules and that I have read Article 10 CISA and I have accepted its content.

 

Accept                       I don't accept