Security

  • The assets are held by the bank of your choice and remain under your control.
  • You grant a limited power of attorney for asset management, we can not transfer assets or obtain cash.
  • The management mandate can be cancelled at any time.
  • We are subordinate to the FINMA (Swiss Financial Market Supervisory Authority FINMA) http://www.finma.ch

Regulations

We are a member of the VQF Financial Services Standards Association. http://www.vqf.ch
The VQF whit its approximately 1,700 members nationwide, is the oldest and largest SRO (self regulatory organization) in Switzerland. Ethical standards, which are defined by the association, have to undergo periodic controls and audits.

In the code of conduct is regulated, what includes an asset management contract and how the asset management agreement has to be implemented (loyalty, information, due diligence of the asset manager to the customer, control the remuneration of the trustee).
The investor protection is ensured.