Fund agent

IPConcept (Schweiz) AG offers a wide range of services as an agent for foreign collective investments in Switzerland. To this end, we work in partnership with DZ Privatbank, which acts as payment agent.

IPConcept (Schweiz) AG can obtain and maintain distribution licences for foreign funds, so as to allow them to be marketed to both qualified and non-qualified investors in Switzerland. We can also provide additional services in this context, such as dealing with any changes in regulations.

In addition, IPConcept (Schweiz) AG gives foreign collective investment companies the option of concluding agreements with interested distributors in accordance with the professional standards of the Swiss Fund Asset Management Association (SFAMA), while also allowing them to regularly inform, instruct and monitor these distributors.

IPConcept (Schweiz) AG also acts as a contact point between customers and the respective supervisory authorities, such as FINMA (Swiss Financial Market Supervisory Authority).  As part of this service, IPConcept (Schweiz) AG will review your fund documentation and advise you accordingly.

As of 1 March 2015, companies wishing to distribute investment funds to qualified investors in Switzerland will be required to have a domestic legal representative and payment agent, respectively.

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