Our business and our services

Our core business is foreign investment fund representation. Our firm is independent and is owned by the management. We look to serve our clients in a manner that is in their best interest.

We look to support the development and success of your fund business in Switzerland. We look to reduce your time to market. We endeavour to ensure that your reputation and the authorisation of your fund remain unquestionable at all times.

Our legal responsibility towards your fund is to ensure that all Swiss legal and regulatory obligations are fulfilled in a timely manner and at all times.

Our services include:

  • Initial applications and drafting of the prospectus for Switzerland, so as to have theSwiss Financial Market Supervisory Authority authorise your fund (and its sub-funds) to be publicly distributed in and from Switzerland.
  • Transfer of representation to our firm. If you need to change the Swiss representative of your fund, we would be willing to discuss the service you are looking to receive and the transfer of the representation obligations to CFS.
  • Maintenance of the authorisation. We will advise you which documents and what data have to be filed in which form and when with the Swiss authorities and made available to investors.
  • Swiss fund market radar. This service provides you with information on the top distributors in Switzerland and will assist you in developing and planning your marketing strategy.
  • Negotiating and closing of distribution agreements with Swiss distributors in compliance with Swiss laws and regulations.
  • Reporting to both marketing and compliance staff on the evolution of your distribution network.
  • Translation of financial documents. Our multilingual team is competent to provide quality translations of all your financial documentation.   

In short:

we offer a wide scope of services ranging from the first steps towards the authorisation of your fund to concluding the first distribution agreements.

Why we are unique in the Swiss investment fund market:

  • There are no conflicts of interest, as we do not have strategic alliances with banks and law firms.
  • We work closely together with the local supervisory authority, the Swiss Financial Market Supervisory Authority.
  • The majority of our managers have over 15 years of experience in the international investment fund business.
  • Our managers are at the disposition of our clients.
  • We have built a Swiss fund market radar database to maintain an overview of the actors in the Swiss market place; this database is at the disposition of our clients.
  • All managers are multilingual, each with a different mother tongue (English, German or French).
  • With its extensive experience in the field of finance, our multilingual team can provide high-quality translations of any financial document.

In short:

we are a lean, informed, polyvalent, polyglot and quick team of motivated and very experienced professionals at your service.