We live in a world of low interest rates with little sign of reversing in a meaningful way anytime soon while major equity markets move higher on a seemingly daily basis. Active fund managers around the globe struggle to produce outsized returns compared to passive benchmarks. Seeking and diversifying alpha from traditional sources has become more difficult as managers pile into the same trades and strategies. Continue reading “Are Alternatives Still Able To Provide Outsized Returns?”
(see Art. 158a to 158e CISA, Art. 144c para. 5 CISO)Why this is important
FINMA’s enforcement activities report in 2014 shows that FINMA became very active and concluded a total of 1,358 investigations. Click here to see the full report. The ending of the transition period will reveal non-compliant foreign funds.
What you need
Compliant access to Switzerland is very simple. Foreign fund managers only need to appoint a Swiss representative and a paying agent to continue to approach qualified investors in Switzerland.
Your Fundbase Team
Last year, the Swiss Financial Market Authority (FINMA) adopted a new enforcement policy setting out the general principles of its approach in sanctioning violations of supervisory laws. One of its stipulations is that enforcement should be made visible.
This recently released report on FINMA’s enforcement activities in 2014 is part of those efforts. The report shows that FINMA became very active and concluded a total of 1,358 investigations. Click here to see the full report
As a reminder, compliant access to Switzerland is very simple. Foreign fund managers only need to appoint a Swiss representative and a paying agent to continue to approach qualified investors in Switzerland.
Act now and get in touch with us!
The deadline for foreign funds to appoint a Swiss representative and paying agent is approaching. The transition period defined by the Swiss regulator (FINMA) ends this week. Foreign funds distributed to qualified investors in and from Switzerland have to appoint a Swiss representative, and a Swiss paying agent (namely, a Swiss bank) no later than February 28th 2015.
Let’s face it: AIFMD is no longer a distant set of requirements subject to ongoing negotiation. The European Commission’s detailed ‘Level 2 Regulation’ has settled the rules for compliance with this new, game-changing regulatory regime. The provision include, risk management, depositary, compensation and prudential capital requirements.
But there is a problem: The EU market is de facto closed for alternatives or only accessible via separate European investment structure or cumbersome country-by-country applications.
There is however a catch: 50% of alternative assets allocated in Europe are done outside of the EU, namely in Switzerland.
That’s how easy it is. Investors are increasing their allocation into alternatives and Switzerland is open for business. Secure yourself a seat in the front row:
The deadline for foreign funds to appoint a Swiss representative and paying agent is approaching. Only one month until the transition period is over.
Secure compliant access to Switzerland’s 2 Trillion dollar buy side market through the world’s only regulated alternatives platform. Choosing us as your representative in Switzerland means you will be able to actively market your funds directly to qualified investors with limited restrictions. From the onset, we will continually help you with all regulatory aspects as your trusted partner
Fundbase Fund Services combines unique online and offline exposure for your funds while always ensuring regulatory compliance.
+41 44 586 00 45 / firstname.lastname@example.org
Switzerland has the 3rd biggest community of qualified investors in the world. Foreign funds are looking for an easy and compliant access. Fundbase offers a unique solution to the market by combining two things:
- A specialized regulated distributor and representative in Switzerland which truly caters to the needs of alternative funds who want to access sophisticated investors in a fully compliant way. Learn fore about Fundbase Fund Services
- The first Swiss-regulated global cutting-edge platform to radically improve efficiency of discovering, assessing, and investing into alternatives. Learn more about Fundbase.com
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