Investor categories

Investors’ Profiles in Switzerland

Investors shall be classed as follows Art. 4 par. 3 to 5 and Art. 5 par. 1 and 4 FinSA

Swiss representative and Swiss paying agent must be appointed before the commencement of any activities that qualify as “distribution / offer”, thus pre-sales and pre-marketing activities already trigger this duty.

Carnegie Fund Services Ltd.

is authorised and regulated by the Swiss Financial Market Supervisory Authority, FINMA.