Expertise

Distribution Advisory

We advise you on the dis­tri­b­u­tion of finan­cial instru­ments in the whole­sale busi­ness, cov­er­ing local dis­tri­b­u­tion and cross-bor­der mar­ket­ing activities.

  • Advise on finan­cial instru­ment and fund dis­tri­b­u­tion, pri­vate place­ments as well as pre-mar­ket­ing and reverse solic­i­ta­tion require­ments in Switzer­land and Europe
  • Struc­ture, nego­ti­ate and doc­u­ment fund offer­ing terms on behalf of spon­sors, man­agers and investors
  • Advise on whole­sale and mar­ket­ing restric­tions in Switzer­land and Europe
  • Advise on the finan­cial advi­so­ry reg­is­tra­tion in Switzer­land and the author­i­ty fil­ing of fund doc­u­ments in Switzerland
  • Struc­ture and nego­ti­ate whole­sale agree­ments with fund dis­trib­u­tors, place­ment agents and representatives
  • Sup­port indus­tri­al­iz­ing and stream­lin­ing of in-house fund dis­tri­b­u­tion process­es, and devel­op­ment of dis­tri­b­u­tion poli­cies and mon­i­tor­ing processes

Do you have any questions? Let’s talk with us.

If you have a ques­tion, urgent query or require sup­port, please do not hes­i­tate to reach out to us. 
 
Please let us briefly know your case and one of our team mem­bers will be hap­py to assist you.

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Course Offering: AvelaLaw – Initial training in the field of FINSA Rules of Conduct

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