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.