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Switzerland disclaimer for qualified investors
Any information provided herein is exclusively for the attention of qualified investors in the sense of the Swiss Collective Investment Scheme Act (CISA) and the Ordinance on Collective Investment Schemes in Switzerland (CISO). By clicking “I agree” you confirm to be a qualified Investor pursuant to Art. 10 para. 3 and Art. 10 para. 3ter CISA, in conjunction with Art. 6a CISO. For your information, Qualified investors pursuant to Art. 10 para. 3 and Art. 10 para. 3ter CISA in conjunction with Art. 6 para. 1 CISO specifically are defined as: 1. financial intermediaries as defined in the Swiss Banking Act of 8 November 1934, the Swiss Financial Institutions Act of 15 June 2018 (FinIA) and CISA; 2. regulated insurance institutions; 3. foreign entities subject to prudential supervision as the persons listed in 1. and 2.; 4. central banks; 5. public entities with professional treasury operations; 6. occupational pension schemes with professional treasury operations and other occupational pension institutions providing professional treasury operations, 7. companies with professional treasury operations; 8. large companies. A “large company” is defined as a company which exceeds two of the following parameters: balance sheet total of CHF 20 million, turnover of CHF 40 million or equity of CHF 2 million. 9. private investment structures with professional treasury operations created for high-net-worth retail clients; 10. High-net-worth individuals who declare in writing that they wish to be deemed qualified investors. A “high-net-worth individual” in the sense of the preceding sentence is any natural person who at the time of subscribing to the collective investment scheme meets one of the following conditions: (i) natural persons who demonstrate that either (i) on the basis of training, education and professional experience or on the basis of comparable experience in the financial sector, they possess the necessary knowledge to understand the risks associated with the investments and have at their disposal assets of at least CHF 500’000; or (ii) have at their disposal assets of at least CHF 2 million.
Furthermore, investors for whom a financial intermediary in accordance with Art. 4 par. 3 letter a FinSA or a foreign financial intermediary that is subject to equivalent prudential supervision provides portfolio management or investment advice in accordance with Art. 3 letter c items 3 and 4 FinSA within the scope of a permanent portfolio management or investment advice relationship are deemed qualified investors unless they have declared in writing that they do not wish to be treated as such. Such declaration must be made in writing or in another form demonstrable via text.
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